Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $77,107 | $100,970-23.6% | $96,576-20.2% | $137,256-43.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.92% | 38.16%-17.2pp | 38.47%-17.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $20,402 | $3,809+435.6% | $3,553+474.2% | $4,156+390.9% |
| Participant deferral / active EE | $24,616 | $8,286+197.1% | $7,956+209.4% | $6,407+284.2% |
| Admin fee / account holder | $1,715 | $11,312-84.8% | $11,381-84.9% | $12,270-86.0% |