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 | $215,820 | $177,572+21.5% | $154,803+39.4% | $142,382+51.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $22,546 | $4,810+368.7% | $4,305+423.7% | $4,299+424.4% |
| Participant deferral / active EE | $77,975 | $6,272+1143.3% | $5,540+1307.4% | $6,507+1098.3% |
| Admin fee / account holder | $39,859 | $16,786+137.5% | $14,329+178.2% | $12,624+215.8% |