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 6-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 | $184,853 | $176,056+5.0% | $159,436+15.9% | $167,490+10.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.05% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $20,197 | $5,297+281.3% | $4,829+318.2% | $4,837+317.5% |
| Participant deferral / active EE | $23,571 | $7,750+204.1% | $7,352+220.6% | $6,341+271.7% |
| Admin fee / account holder | $64,574 | $12,554+414.4% | $10,799+498.0% | $12,309+424.6% |