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 | $116,815 | $72,071+62.1% | $68,368+70.9% | $137,256-14.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.56% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $8,284 | $2,788+197.1% | $2,649+212.7% | $4,156+99.3% |
| Participant deferral / active EE | $18,694 | $4,410+323.9% | $4,123+353.4% | $6,407+191.8% |
| Admin fee / account holder | $13,014 | $5,336+143.9% | $5,150+152.7% | $12,270+6.1% |