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 | $76,749 | $76,7380% | $56,411+36.1% | $145,922-47.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $14,575 | $1,380+956.3% | $1,039+1303.2% | $4,660+212.8% |
| Participant deferral / active EE | $75,772 | $2,623+2789.3% | $1,952+3782.1% | $6,688+1033.0% |
| Admin fee / account holder | $102,465 | $3,334+2973.6% | $2,829+3522.2% | $13,397+664.8% |