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 4-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 | $11,469 | $100,773-88.6% | $88,946-87.1% | $142,382-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 50.45% | 70.18%-19.7pp | 57.82%-7.4pp | 217.08%-166.6pp |
| Employer contribution / active EE | $113,041 | $2,918+3774.4% | $2,555+4324.4% | $4,299+2529.4% |
| Participant deferral / active EE | $202,832 | $5,230+3778.0% | $4,581+4327.3% | $6,507+3017.0% |
| Admin fee / account holder | $351 | $9,693-96.4% | $8,261-95.8% | $12,624-97.2% |