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 7-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 | $212,596 | $114,381+85.9% | $107,525+97.7% | $142,382+49.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.34% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $43,493 | $4,015+983.4% | $3,754+1058.7% | $4,299+911.7% |
| Participant deferral / active EE | $115,748 | $5,564+1980.2% | $5,116+2162.6% | $6,507+1678.8% |
| Admin fee / account holder | $46,869 | $9,860+375.3% | $8,919+425.5% | $12,624+271.3% |