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 | $76,328 | $157,256-51.5% | $141,162-45.9% | $152,861-50.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.06% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,696 | $5,261-10.7% | $4,735-0.8% | $4,762-1.4% |
| Participant deferral / active EE | $12,548 | $7,109+76.5% | $6,709+87.0% | $5,850+114.5% |
| Admin fee / account holder | $4,367 | $12,120-64.0% | $10,261-57.4% | $11,596-62.3% |