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 | $0 | $496,847-100.0% | $496,847-100.0% | $484,799-100.0% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 0.00% | 6.05%-6.0pp | 20.30%-20.3pp | 5.95%-5.9pp |
| Employer contribution / active EE | $0 | $17,763-100.0% | $18,413-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $33,908 | $12,651+168.0% | $12,651+168.0% | $18,209+86.2% |