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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,877 | $87,013+141.2% | $106,213+97.6% | $80,856+159.6% |
| Participation rate | 95.5% | 70.4%+25.0pp | 75.3%+20.2pp | 67.6%+27.8pp |
| Annual return | 23.36% | 17.05%+6.3pp | 116.14%-92.8pp | 35.59%-12.2pp |
| Employer contribution / active EE | $5,427 | $2,395+126.6% | $3,171+71.1% | $2,755+97.0% |
| Participant deferral / active EE | $6,653 | $3,986+66.9% | $5,016+32.6% | $4,296+54.9% |
| Admin fee / account holder | $52,621 | $8,431+524.1% | $11,033+376.9% | $6,918+660.6% |