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 3-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 | $30,751 | $68,097-54.8% | $62,929-51.1% | $137,256-77.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.61% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $6,579 | $2,811+134.0% | $2,505+162.7% | $4,156+58.3% |
| Participant deferral / active EE | $23,809 | $4,553+423.0% | $3,888+512.3% | $6,407+271.6% |
| Admin fee / account holder | $31,158 | $6,521+377.8% | $5,065+515.2% | $12,270+153.9% |