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 | $203,138 | $165,335+22.9% | $149,696+35.7% | $158,922+27.8% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 22.54% | 348.15%-325.6pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $14,128 | $5,103+176.9% | $4,644+204.2% | $4,761+196.7% |
| Participant deferral / active EE | $56,239 | $7,181+683.1% | $6,842+722.0% | $5,982+840.1% |
| Admin fee / account holder | $34,772 | $10,807+221.8% | $9,309+273.5% | $11,246+209.2% |