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 5-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 | $50,250 | $154,228-67.4% | $145,433-65.4% | $137,256-63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,530 | $4,804-47.3% | $4,554-44.5% | $4,156-39.1% |
| Participant deferral / active EE | $9,238 | $8,216+12.4% | $7,897+17.0% | $6,407+44.2% |
| Admin fee / account holder | $9,580 | $14,344-33.2% | $13,129-27.0% | $12,270-21.9% |