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 | $56,336 | $172,111-67.3% | $150,298-62.5% | $137,256-59.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.22% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,971 | $4,636-57.5% | $4,154-52.5% | $4,156-52.6% |
| Participant deferral / active EE | $4,088 | $6,166-33.7% | $5,453-25.0% | $6,407-36.2% |
| Admin fee / account holder | $352 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |