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 8-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 | $267,078 | $69,010+287.0% | $159,960+67.0% | $68,494+289.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.25% | -9.65%-4.6pp | 408.60%-422.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $13,934 | $2,213+529.5% | $4,226+229.7% | $2,596+436.7% |
| Participant deferral / active EE | $11,422 | $4,212+171.2% | $6,182+84.8% | $4,027+183.6% |
| Admin fee / account holder | $4,785 | $4,798-0.3% | $8,698-45.0% | $5,403-11.4% |