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 | $47,699 | $109,982-56.6% | $97,226-50.9% | $145,922-67.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.89% | 242.90%-231.0pp | 75.13%-63.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $22,763 | $3,084+638.1% | $2,729+734.2% | $4,660+388.5% |
| Participant deferral / active EE | $35,632 | $4,676+662.0% | $4,264+735.7% | $6,688+432.8% |
| Admin fee / account holder | $58,085 | $6,221+833.8% | $5,654+927.4% | $13,397+333.6% |