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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,093 | $177,572-97.7% | $154,803-97.4% | $142,382-97.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 40.00% | 65.07%-25.1pp | 58.88%-18.9pp | 217.08%-177.1pp |
| Employer contribution / active EE | $5,245 | $4,810+9.0% | $4,305+21.8% | $4,299+22.0% |
| Participant deferral / active EE | $16,632 | $6,272+165.2% | $5,540+200.2% | $6,507+155.6% |
| Admin fee / account holder | $671 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |