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 | $237,315 | $214,378+10.7% | $200,582+18.3% | $142,382+66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.31% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,847 | $6,841+14.7% | $6,419+22.3% | $4,299+82.5% |
| Participant deferral / active EE | $16,975 | $9,865+72.1% | $9,331+81.9% | $6,507+160.9% |
| Admin fee / account holder | $21,034 | $17,692+18.9% | $16,305+29.0% | $12,624+66.6% |