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 | $132,688 | $105,931+25.3% | $81,930+62.0% | $158,922-16.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.62% | 38.17%-24.6pp | 29.49%-15.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,211 | $7,800-71.7% | $4,310-48.7% | $4,761-53.6% |
| Participant deferral / active EE | $18,427 | $13,003+41.7% | $7,107+159.3% | $5,982+208.0% |
| Admin fee / account holder | $19,774 | $8,489+132.9% | $5,158+283.4% | $11,246+75.8% |