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 | $55,113 | $72,400-23.9% | $67,502-18.4% | $145,922-62.2% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 15.98% | 7182.46%-7166.5pp | 3512.12%-3496.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,250 | $3,069-59.3% | $2,731-54.2% | $4,660-73.2% |
| Participant deferral / active EE | $3,869 | $4,783-19.1% | $4,000-3.3% | $6,688-42.1% |
| Admin fee / account holder | $833 | $5,539-85.0% | $3,998-79.2% | $13,397-93.8% |