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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,185 | $172,111-68.5% | $150,298-63.9% | $137,256-60.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.73% | 69.37%-60.6pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $87,851 | $4,636+1794.9% | $4,154+2014.8% | $4,156+2013.8% |
| Participant deferral / active EE | $223,681 | $6,166+3527.8% | $5,453+4002.2% | $6,407+3391.3% |
| Admin fee / account holder | $104,712 | $16,471+535.7% | $14,116+641.8% | $12,270+753.4% |