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 | $95,111 | $175,202-45.7% | $149,673-36.5% | $139,434-31.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.89% | 166.71%-137.8pp | 134.42%-105.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $14,202 | $5,474+159.4% | $4,818+194.8% | $4,751+198.9% |
| Participant deferral / active EE | $22,500 | $6,519+245.2% | $5,680+296.1% | $6,710+235.3% |
| Admin fee / account holder | $20,160 | $16,150+24.8% | $13,210+52.6% | $11,403+76.8% |