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 | $147,417 | $70,756+108.3% | $65,493+125.1% | $142,382+3.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $14,332 | $2,881+397.5% | $2,574+456.7% | $4,299+233.4% |
| Participant deferral / active EE | $12,003 | $4,637+158.8% | $3,961+203.0% | $6,507+84.4% |
| Admin fee / account holder | $923 | $6,559-85.9% | $5,028-81.6% | $12,624-92.7% |