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 | $320,152 | $77,899+311.0% | $149,673+113.9% | $75,163+325.9% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 18.46% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $20,372 | $3,137+549.3% | $4,818+322.9% | $2,670+663.0% |
| Participant deferral / active EE | $13,926 | $3,411+308.3% | $5,680+145.2% | $4,125+237.6% |
| Admin fee / account holder | $4,438 | $5,956-25.5% | $13,210-66.4% | $5,651-21.5% |