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 | $20,350 | $99,877-79.6% | $84,966-76.0% | $145,922-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.23% | 83.76%-74.5pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $23,818 | $3,231+637.1% | $2,727+773.4% | $4,660+411.2% |
| Participant deferral / active EE | $19,708 | $5,291+272.5% | $4,519+336.1% | $6,688+194.7% |
| Admin fee / account holder | $39,695 | $7,248+447.7% | $6,149+545.6% | $13,397+196.3% |