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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,883 | $111,535-86.7% | $105,223-85.9% | $137,256-89.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 226.52% | 237.85%-11.3pp | 180.65%+45.9pp | 220.34%+6.2pp |
| Employer contribution / active EE | $91,425 | $3,939+2220.8% | $3,689+2378.7% | $4,156+2099.8% |
| Participant deferral / active EE | $6,749 | $5,500+22.7% | $5,072+33.1% | $6,407+5.3% |
| Admin fee / account holder | $2,264 | $9,721-76.7% | $8,859-74.4% | $12,270-81.5% |