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.)
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 | $26,512 | $108,919-75.7% | $100,391-73.6% | $145,922-81.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.12% | 57.88%-37.8pp | 49.20%-29.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $42,757 | $4,419+867.5% | $3,942+984.7% | $4,660+817.6% |
| Participant deferral / active EE | $94,845 | $8,445+1023.1% | $8,082+1073.6% | $6,688+1318.2% |
| Admin fee / account holder | $1,462 | $9,689-84.9% | $7,899-81.5% | $13,397-89.1% |