Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $34,134 | $68,097-49.9% | $62,929-45.8% | $137,256-75.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.10% | 1859.11%-1846.0pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,944 | $2,811+218.2% | $2,505+257.1% | $4,156+115.2% |
| Participant deferral / active EE | $7,750 | $4,553+70.2% | $3,888+99.3% | $6,407+21.0% |
| Admin fee / account holder | $4,847 | $6,521-25.7% | $5,065-4.3% | $12,270-60.5% |