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 | $496,249 | $98,750+402.5% | $149,696+231.5% | $79,858+521.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.68% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $8,222 | $3,216+155.6% | $4,644+77.0% | $2,471+232.8% |
| Participant deferral / active EE | $11,896 | $5,680+109.4% | $6,842+73.9% | $3,740+218.1% |
| Admin fee / account holder | $7,083 | $6,053+17.0% | $9,309-23.9% | $5,306+33.5% |