Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $43,604 | $183,592-76.2% | $155,567-72.0% | $145,959-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $6,181 | $5,315+16.3% | $4,674+32.2% | $4,661+32.6% |
| Participant deferral / active EE | $16,201 | $6,464+150.6% | $5,628+187.9% | $6,689+142.2% |
| Admin fee / account holder | $6,071 | $19,318-68.6% | $15,916-61.9% | $13,398-54.7% |