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 | $462,222 | $108,825+324.7% | $156,181+196.0% | $82,448+460.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.88% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $17,241 | $2,870+500.8% | $4,294+301.5% | $2,551+575.9% |
| Participant deferral / active EE | $9,854 | $4,577+115.3% | $6,132+60.7% | $4,139+138.1% |
| Admin fee / account holder | $26,354 | $9,341+182.1% | $14,586+80.7% | $7,234+264.3% |