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 4-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.)
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 | $10,057 | $97,125-89.6% | $86,233-88.3% | $137,256-92.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.45% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,292 | $2,841+51.1% | $2,504+71.4% | $4,156+3.3% |
| Participant deferral / active EE | $7,991 | $5,180+54.3% | $4,559+75.3% | $6,407+24.7% |
| Admin fee / account holder | $6,003 | $9,725-38.3% | $8,342-28.0% | $12,270-51.1% |