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 | $239,542 | $92,703+158.4% | $82,719+189.6% | $134,475+78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.22% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $16,313 | $3,274+398.3% | $3,009+442.2% | $4,740+244.2% |
| Participant deferral / active EE | $10,938 | $4,802+127.8% | $4,395+148.9% | $6,400+70.9% |
| Admin fee / account holder | $510 | $5,983-91.5% | $5,329-90.4% | $11,426-95.5% |