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 4-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 | $29,382 | $149,040-80.3% | $120,225-75.6% | $137,256-78.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.86% | 605.68%-588.8pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $20,168 | $4,350+363.6% | $3,475+480.3% | $4,156+385.3% |
| Participant deferral / active EE | $36,345 | $4,655+680.8% | $3,999+808.9% | $6,407+467.3% |
| Admin fee / account holder | $4,083 | $6,348-35.7% | $5,696-28.3% | $12,270-66.7% |