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 | $632,153 | $208,526+203.2% | $96,683+553.8% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 16.91% | 18.23%-1.3pp | 35.69%-18.8pp | - |
| Employer contribution / active EE | $8,969 | $2,182+311.0% | $3,737+140.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,878-100.0% | - |
| Admin fee / account holder | $6,424 | $13,060-50.8% | $6,730-4.5% | - |