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 | $262,583 | $99,985+162.6% | $146,665+79.0% | $85,850+205.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.69% | 18.93%-2.2pp | 22.74%-6.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $9,252 | $2,559+261.6% | $4,136+123.7% | $2,565+260.7% |
| Participant deferral / active EE | $2,425 | $4,006-39.5% | $5,506-56.0% | $3,952-38.6% |
| Admin fee / account holder | $5,156 | $7,702-33.1% | $10,280-49.8% | $6,260-17.6% |