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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $885,983 | $123,793+615.7% | $177,821+398.2% | $79,858+1009.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.20% | 22.82%-18.6pp | 48.32%-44.1pp | 31.71%-27.5pp |
| Employer contribution / active EE | $14,854 | $4,095+262.7% | $5,918+151.0% | $2,471+501.2% |
| Participant deferral / active EE | $16,159 | $5,956+171.3% | $7,714+109.5% | $3,740+332.0% |
| Admin fee / account holder | $15,596 | $7,243+115.3% | $12,427+25.5% | $5,306+193.9% |