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 | $209,336+13.4% | $197,124+20.4% | $137,256+72.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.31% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,847 | $6,591+19.1% | $6,227+26.0% | $4,156+88.8% |
| Participant deferral / active EE | $16,975 | $9,614+76.6% | $9,135+85.8% | $6,407+164.9% |
| Admin fee / account holder | $21,034 | $17,308+21.5% | $16,298+29.1% | $12,270+71.4% |