Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $29,789 | $210,698-85.9% | $178,014-83.3% | $145,959-79.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.58% | 386.27%-372.7pp | 294.80%-281.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,823 | $4,567-38.2% | $3,950-28.5% | $4,661-39.4% |
| Participant deferral / active EE | $7,116 | $6,958+2.3% | $6,276+13.4% | $6,689+6.4% |
| Admin fee / account holder | $697 | $12,016-94.2% | $10,362-93.3% | $13,398-94.8% |