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 | $85,598 | $165,335-48.2% | $149,696-42.8% | $158,922-46.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.48% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,098 | $5,103-19.7% | $4,644-11.8% | $4,761-13.9% |
| Participant deferral / active EE | $24,000 | $7,181+234.2% | $6,842+250.8% | $5,982+301.2% |
| Admin fee / account holder | $5,645 | $10,807-47.8% | $9,309-39.4% | $11,246-49.8% |