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 | $66,774 | $180,449-63.0% | $154,107-56.7% | $135,375-50.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.85% | 888.09%-884.2pp | 735.12%-731.3pp | 519.73%-515.9pp |
| Employer contribution / active EE | $7,588 | $6,035+25.7% | $5,298+43.2% | $4,779+58.8% |
| Participant deferral / active EE | $23,447 | $5,806+303.8% | $5,081+361.5% | $5,609+318.0% |
| Admin fee / account holder | $124,524 | $16,143+671.4% | $13,411+828.5% | $10,827+1050.1% |