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 | $158,387 | $99,020+60.0% | $86,590+82.9% | $147,584+7.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.15% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $26,920 | $3,132+759.5% | $2,839+848.1% | $4,876+452.1% |
| Participant deferral / active EE | $3,973 | $3,9720% | $3,609+10.1% | $5,439-27.0% |
| Admin fee / account holder | $11,407 | $5,710+99.8% | $4,906+132.5% | $10,885+4.8% |