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 | $499,282 | $82,664+504.0% | $125,339+298.3% | $68,494+628.9% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -11.03% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $10,529 | $3,381+211.4% | $4,814+118.7% | $2,596+305.5% |
| Participant deferral / active EE | $8,420 | $6,110+37.8% | $7,446+13.1% | $4,027+109.1% |
| Admin fee / account holder | $27,673 | $6,275+341.0% | $10,010+176.5% | $5,403+412.2% |