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 9-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 | $104,111 | $97,757+6.5% | $83,848+24.2% | $135,375-23.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.80% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $109,898 | $4,222+2503.2% | $3,631+2926.8% | $4,779+2199.7% |
| Participant deferral / active EE | $110,090 | $4,682+2251.2% | $4,082+2597.2% | $5,609+1862.8% |
| Admin fee / account holder | $1,761 | $6,674-73.6% | $5,478-67.8% | $10,827-83.7% |