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 | $211,833 | $99,918+112.0% | $81,382+160.3% | $145,922+45.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.19% | 34.32%-12.1pp | 24.73%-2.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $9,509 | $2,978+219.3% | $2,463+286.1% | $4,660+104.1% |
| Participant deferral / active EE | $23,325 | $4,605+406.5% | $3,883+500.7% | $6,688+248.8% |
| Admin fee / account holder | $18,853 | $8,212+129.6% | $5,768+226.8% | $13,397+40.7% |