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 | $83,121 | $117,841-29.5% | $102,423-18.8% | $145,922-43.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $16,136 | $3,615+346.4% | $3,023+433.7% | $4,660+246.3% |
| Participant deferral / active EE | $35,815 | $5,731+525.0% | $5,053+608.8% | $6,688+435.5% |
| Admin fee / account holder | $18,314 | $13,326+37.4% | $9,451+93.8% | $13,397+36.7% |