See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,121 | $217,402-81.5% | $185,823-78.4% | $167,490-76.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.36% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $15,271 | $5,873+160.0% | $5,167+195.5% | $4,837+215.7% |
| Participant deferral / active EE | $13,601 | $6,356+114.0% | $5,568+144.3% | $6,341+114.5% |
| Admin fee / account holder | $8,560 | $19,811-56.8% | $16,237-47.3% | $12,309-30.5% |