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 7-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 | $9,657 | $88,751-89.1% | $81,812-88.2% | $145,922-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 33.43% | 1025.40%-992.0pp | 773.79%-740.4pp | 561.29%-527.9pp |
| Employer contribution / active EE | $2,960 | $3,083-4.0% | $2,912+1.6% | $4,660-36.5% |
| Participant deferral / active EE | $5,968 | $4,643+28.5% | $4,319+38.2% | $6,688-10.8% |
| Admin fee / account holder | $559 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |