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 5-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 | $155,674 | $133,922+16.2% | $116,228+33.9% | $142,382+9.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 31.76% | 147.76%-116.0pp | 90.06%-58.3pp | 217.08%-185.3pp |
| Employer contribution / active EE | $32,450 | $3,446+841.8% | $2,994+983.7% | $4,299+654.8% |
| Participant deferral / active EE | $56,752 | $5,672+900.5% | $4,953+1045.8% | $6,507+772.1% |
| Admin fee / account holder | $72,288 | $14,945+383.7% | $11,989+502.9% | $12,624+472.6% |