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 | $61,488 | $217,402-71.7% | $185,823-66.9% | $167,490-63.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.01% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $27,766 | $5,873+372.8% | $5,167+437.3% | $4,837+474.0% |
| Participant deferral / active EE | $16,571 | $6,356+160.7% | $5,568+197.6% | $6,341+161.3% |
| Admin fee / account holder | $9,493 | $19,811-52.1% | $16,237-41.5% | $12,309-22.9% |