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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,063 | $53,516+118.7% | $126,539-7.5% | $84,808+38.0% |
| Participation rate | 79.5% | 58.2%+21.2pp | 69.8%+9.6pp | 68.3%+11.1pp |
| Annual return | 16.02% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,635 | $1,535+267.2% | $3,674+53.4% | $2,631+114.2% |
| Participant deferral / active EE | $1,881 | $2,671-29.6% | $4,083-53.9% | $4,212-55.3% |
| Admin fee / account holder | $10,441 | $4,497+132.2% | $6,065+72.2% | $7,344+42.2% |