Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,038 | $154,228-81.8% | $145,433-80.7% | $137,256-79.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.73% | 74.59%-67.9pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $26,170 | $4,804+444.8% | $4,554+474.6% | $4,156+529.7% |
| Participant deferral / active EE | $48,260 | $8,216+487.4% | $7,897+511.1% | $6,407+653.3% |
| Admin fee / account holder | $31,172 | $14,344+117.3% | $13,129+137.4% | $12,270+154.0% |