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 5-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.)
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 | $2,883 | $185,822-98.4% | $169,993-98.3% | $139,434-97.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.78% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,129 | $7,590-58.8% | $6,785-53.9% | $4,751-34.1% |
| Participant deferral / active EE | $3,911 | $11,622-66.3% | $10,408-62.4% | $6,710-41.7% |
| Admin fee / account holder | $720 | $15,381-95.3% | $12,815-94.4% | $11,403-93.7% |