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 | $186,751 | $115,708+61.4% | $65,255+186.2% | $139,434+33.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 31.19%-11.6pp | 47.35%-27.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $10,362 | $2,599+298.6% | $1,691+512.7% | $4,751+118.1% |
| Participant deferral / active EE | $28,666 | $4,240+576.1% | $2,831+912.6% | $6,710+327.2% |
| Admin fee / account holder | $31,938 | $6,698+376.8% | $4,112+676.7% | $11,403+180.1% |