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 | $254,195 | $82,664+207.5% | $125,339+102.8% | $68,494+271.1% |
| Participation rate | 98.8% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,324 | $3,381+27.9% | $4,814-10.2% | $2,596+66.6% |
| Participant deferral / active EE | $11,164 | $6,110+82.7% | $7,446+49.9% | $4,027+177.2% |
| Admin fee / account holder | $22,752 | $6,275+262.6% | $10,010+127.3% | $5,403+321.1% |