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 | $292,766 | $105,181+178.3% | $159,436+83.6% | $85,850+241.0% |
| Participation rate | 94.0% | 75.8%+18.3pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 13.58% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,358 | $3,318-59.1% | $4,829-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $11,965 | $5,945+101.3% | $7,352+62.7% | $3,952+202.8% |
| Admin fee / account holder | $9,386 | $6,933+35.4% | $10,799-13.1% | $6,260+49.9% |