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 3-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.)
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 | $3,350 | $87,166-96.2% | $76,735-95.6% | $137,256-97.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.44% | 26.50%-10.1pp | 29.77%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $41,449 | $2,904+1327.1% | $2,454+1588.9% | $4,156+897.3% |
| Participant deferral / active EE | $82,852 | $4,726+1653.0% | $4,088+1926.8% | $6,407+1193.2% |
| Admin fee / account holder | $5,067 | $8,403-39.7% | $7,189-29.5% | $12,270-58.7% |