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 | $263,876 | $110,094+139.7% | $151,611+74.0% | $68,494+285.3% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -16.03% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,500 | $4,471+0.7% | $6,166-27.0% | $2,596+73.3% |
| Participant deferral / active EE | $10,695 | $6,527+63.9% | $8,363+27.9% | $4,027+165.6% |
| Admin fee / account holder | $4,802 | $7,719-37.8% | $11,616-58.7% | $5,403-11.1% |