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 | $177,572-69.5% | $154,803-65.0% | $142,382-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.73% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $87,851 | $4,810+1726.3% | $4,305+1940.5% | $4,299+1943.5% |
| Participant deferral / active EE | $223,681 | $6,272+3466.6% | $5,540+3937.2% | $6,507+3337.4% |
| Admin fee / account holder | $104,712 | $16,786+523.8% | $14,329+630.8% | $12,624+729.5% |