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.
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 | $27,476 | $124,425-77.9% | $112,040-75.5% | $137,256-80.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 15.22% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,433 | $3,411-58.0% | $2,954-51.5% | $4,156-65.5% |
| Participant deferral / active EE | $8,526 | $5,718+49.1% | $5,098+67.3% | $6,407+33.1% |
| Admin fee / account holder | $21,031 | $15,207+38.3% | $12,098+73.8% | $12,270+71.4% |