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 | $207,927 | $109,817+89.3% | $98,442+111.2% | $167,490+24.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.30% | 1956.69%-1946.4pp | 1492.73%-1482.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $8,704 | $3,224+170.0% | $2,960+194.1% | $4,837+79.9% |
| Participant deferral / active EE | $30,856 | $4,673+560.3% | $4,276+621.6% | $6,341+386.6% |
| Admin fee / account holder | $666 | $6,753-90.1% | $5,949-88.8% | $12,309-94.6% |