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 | $180,053 | $95,561+88.4% | $77,163+133.3% | $139,434+29.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.15% | 54.92%-40.8pp | 37.87%-23.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $10,399 | $3,147+230.4% | $2,535+310.2% | $4,751+118.9% |
| Participant deferral / active EE | $24,107 | $4,624+421.4% | $3,833+528.9% | $6,710+259.3% |
| Admin fee / account holder | $21,042 | $8,295+153.7% | $5,472+284.5% | $11,403+84.5% |