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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,225 | $58,208-25.7% | $81,812-47.2% | $80,856-46.5% |
| Participation rate | 88.4% | 63.4%+25.0pp | 72.3%+16.0pp | 67.6%+20.7pp |
| Annual return | 16.48% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $6,908 | $2,340+195.2% | $2,912+137.2% | $2,755+150.8% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,669 | $4,981+154.3% | $7,386+71.5% | $6,918+83.1% |