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 | $86,702 | $90,503-4.2% | $78,689+10.2% | $273,961-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,986 | $3,176+151.5% | $2,851+180.2% | $4,869+64.0% |
| Participant deferral / active EE | $13,354 | $3,901+242.3% | $3,517+279.7% | $5,287+152.6% |
| Admin fee / account holder | $5,117 | $5,263-2.8% | $4,510+13.5% | $10,132-49.5% |