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 | $79,206 | $60,022+32.0% | $88,946-10.9% | $84,808-6.6% |
| Participation rate | 81.4% | 57.8%+23.6pp | 68.8%+12.5pp | 68.3%+13.1pp |
| Annual return | 45.27% | 22.43%+22.8pp | 57.82%-12.6pp | 40.90%+4.4pp |
| Employer contribution / active EE | $2,924 | $1,703+71.7% | $2,555+14.5% | $2,631+11.1% |
| Participant deferral / active EE | $7,869 | $3,114+152.7% | $4,581+71.8% | $4,212+86.8% |
| Admin fee / account holder | $16,546 | $4,811+243.9% | $8,261+100.3% | $7,344+125.3% |