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 | $60,945 | $210,408-71.0% | $153,485-60.3% | $145,922-58.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.90% | 13.37%-3.5pp | 15.65%-5.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $40,334 | $6,048+566.9% | $5,039+700.5% | $4,660+765.6% |
| Participant deferral / active EE | $15,382 | $7,975+92.9% | $6,757+127.6% | $6,688+130.0% |
| Admin fee / account holder | $32,244 | $19,419+66.0% | $12,724+153.4% | $13,397+140.7% |