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 8-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 | $10,647 | $70,606-84.9% | $53,898-80.2% | $142,382-92.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 27.90% | 619.81%-591.9pp | 528.60%-500.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $15,597 | $1,202+1197.5% | $932+1573.4% | $4,299+262.8% |
| Participant deferral / active EE | $18,160 | $2,364+668.2% | $1,826+894.4% | $6,507+179.1% |
| Admin fee / account holder | $66,163 | $2,852+2220.2% | $2,491+2556.3% | $12,624+424.1% |