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 10-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 | $88,297 | $81,625+8.2% | $58,482+51.0% | $139,434-36.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.17% | 7404.20%-7389.0pp | 4239.32%-4224.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $7,685 | $1,398+449.6% | $1,053+629.6% | $4,751+61.8% |
| Participant deferral / active EE | $14,286 | $2,557+458.8% | $1,924+642.5% | $6,710+112.9% |
| Admin fee / account holder | $59,187 | $3,265+1712.7% | $2,516+2252.5% | $11,403+419.1% |