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 | $199,996 | $85,202+134.7% | $172,739+15.8% | $72,985+174.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.47% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $8,174 | $3,324+145.9% | $5,143+58.9% | $2,440+235.0% |
| Participant deferral / active EE | $6,662 | $3,260+104.3% | $5,198+28.2% | $3,607+84.7% |
| Admin fee / account holder | $14,619 | $5,884+148.5% | $13,954+4.8% | $5,124+185.3% |