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 6-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 | $50,656 | $178,174-71.6% | $156,181-67.6% | $137,256-63.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.30% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $12,442 | $4,972+150.3% | $4,294+189.8% | $4,156+199.4% |
| Participant deferral / active EE | $24,422 | $6,888+254.6% | $6,132+298.3% | $6,407+281.2% |
| Admin fee / account holder | $14,319 | $17,404-17.7% | $14,586-1.8% | $12,270+16.7% |