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 | $148,831 | $183,519-18.9% | $155,509-4.3% | $145,922+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.32% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-542.0pp |
| Employer contribution / active EE | $20,823 | $5,313+291.9% | $4,672+345.7% | $4,660+346.9% |
| Participant deferral / active EE | $60,883 | $6,462+842.1% | $5,626+982.1% | $6,688+810.4% |
| Admin fee / account holder | $151,247 | $19,313+683.1% | $15,912+850.5% | $13,397+1029.0% |