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 | $18,077 | $99,020-81.7% | $86,590-79.1% | $147,584-87.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.39% | 1312.34%-1299.9pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,852 | $3,132+23.0% | $2,839+35.6% | $4,876-21.0% |
| Participant deferral / active EE | $1,550 | $3,972-61.0% | $3,609-57.0% | $5,439-71.5% |
| Admin fee / account holder | $5,425 | $5,710-5.0% | $4,906+10.6% | $10,885-50.2% |