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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $447,499 | $89,355+400.8% | $141,162+217.0% | $72,985+513.1% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 16.85% | 111.85%-95.0pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $11,910 | $3,114+282.4% | $4,735+151.5% | $2,440+388.2% |
| Participant deferral / active EE | $9,870 | $5,418+82.2% | $6,709+47.1% | $3,607+173.6% |
| Admin fee / account holder | $16,024 | $5,958+168.9% | $10,261+56.2% | $5,124+212.7% |