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 5-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 | $34,908 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.84% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,644 | $4,804-24.2% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $5,166 | $8,216-37.1% | $7,897-34.6% | $6,407-19.4% |
| Admin fee / account holder | $6,014 | $14,344-58.1% | $13,129-54.2% | $12,270-51.0% |