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 8-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 | $259,406 | $109,881+136.1% | $150,045+72.9% | $84,808+205.9% |
| Participation rate | 70.8% | 76.1%-5.3pp | 82.3%-11.5pp | 68.3%+2.5pp |
| Annual return | 17.10% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,251 | $3,561+47.5% | $4,693+11.9% | $2,631+99.6% |
| Participant deferral / active EE | $11,497 | $6,636+73.3% | $7,997+43.8% | $4,212+173.0% |
| Admin fee / account holder | $7,871 | $8,568-8.1% | $13,435-41.4% | $7,344+7.2% |