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 | $83,715 | $162,781-48.6% | $133,956-37.5% | $158,922-47.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.55% | 41.94%-21.4pp | 45.09%-24.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $23,526 | $4,975+372.8% | $3,919+500.4% | $4,761+394.1% |
| Participant deferral / active EE | $48,512 | $5,911+720.7% | $5,048+861.1% | $5,982+711.0% |
| Admin fee / account holder | $564 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |