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 | $185,714 | $127,100+46.1% | $105,738+75.6% | $135,375+37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 18.11% | 4.49%+13.6pp | 6.27%+11.8pp | 519.73%-501.6pp |
| Employer contribution / active EE | $66,667 | $4,107+1523.3% | $3,268+1939.8% | $4,779+1295.1% |
| Participant deferral / active EE | $22,458 | $5,064+343.4% | $4,080+450.4% | $5,609+300.4% |
| Admin fee / account holder | $15,049 | $9,087+65.6% | $6,913+117.7% | $10,827+39.0% |