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 | $194,264 | $129,942+49.5% | $104,294+86.3% | $134,475+44.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 6.34% | 42.03%-35.7pp | 24.61%-18.3pp | 417.96%-411.6pp |
| Employer contribution / active EE | $99,361 | $4,184+2274.7% | $3,372+2846.9% | $4,740+1996.4% |
| Participant deferral / active EE | $16,129 | $5,588+188.6% | $4,625+248.7% | $6,400+152.0% |
| Admin fee / account holder | $93,631 | $9,323+904.3% | $7,339+1175.7% | $11,426+719.5% |