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 | $73,447 | $72,400+1.4% | $67,502+8.8% | $145,922-49.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 7182.46%-7167.5pp | 3512.12%-3497.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,612 | $3,069+180.6% | $2,731+215.4% | $4,660+84.8% |
| Participant deferral / active EE | $19,690 | $4,783+311.7% | $4,000+392.3% | $6,688+194.4% |
| Admin fee / account holder | $7,474 | $5,539+34.9% | $3,998+87.0% | $13,397-44.2% |