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 | $280,320 | $102,553+173.3% | $151,611+84.9% | $66,914+318.9% |
| Participation rate | 95.1% | 85.5%+9.6pp | 87.5%+7.6pp | 69.8%+25.3pp |
| Annual return | -16.73% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $15,948 | $4,180+281.5% | $6,166+158.7% | $2,544+526.8% |
| Participant deferral / active EE | $14,812 | $6,641+123.0% | $8,363+77.1% | $4,237+249.6% |
| Admin fee / account holder | $25,743 | $630+3987.4% | $11,616+121.6% | $593+4239.2% |