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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,242 | $77,813+238.3% | $123,544+113.1% | $64,186+310.1% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | 23.57% | 12.48%+11.1pp | 119.20%-95.6pp | 7.63%+15.9pp |
| Employer contribution / active EE | $5,599 | $3,014+85.8% | $4,628+21.0% | $2,381+135.2% |
| Participant deferral / active EE | $13,577 | $5,240+159.1% | $6,426+111.3% | $3,470+291.3% |
| Admin fee / account holder | $21,507 | $5,519+289.7% | $9,284+131.7% | $4,888+340.0% |