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 10-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 | $173,438 | $133,922+29.5% | $116,228+49.2% | $142,382+21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.04% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $23,436 | $3,446+580.2% | $2,994+682.6% | $4,299+445.1% |
| Participant deferral / active EE | $37,705 | $5,672+564.7% | $4,953+661.2% | $6,507+479.4% |
| Admin fee / account holder | $85,470 | $14,945+471.9% | $11,989+612.9% | $12,624+577.1% |