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 | $105,770 | $86,929+21.7% | $102,423+3.3% | $80,856+30.8% |
| Participation rate | 86.0% | 72.4%+13.6pp | 76.5%+9.5pp | 67.6%+18.4pp |
| Annual return | 15.38% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,911 | $2,369-19.4% | $3,023-36.8% | $2,755-30.6% |
| Participant deferral / active EE | $5,890 | $4,118+43.0% | $5,053+16.6% | $4,296+37.1% |
| Admin fee / account holder | $8,491 | $8,049+5.5% | $9,451-10.2% | $6,918+22.7% |