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 | $169,100 | $148,534+13.8% | $135,903+24.4% | $139,434+21.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.70% | 79.19%-54.5pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $8,542 | $5,243+62.9% | $4,856+75.9% | $4,751+79.8% |
| Participant deferral / active EE | $14,500 | $8,100+79.0% | $7,758+86.9% | $6,710+116.1% |
| Admin fee / account holder | $10,089 | $12,400-18.6% | $10,762-6.3% | $11,403-11.5% |