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 | $548,739 | $105,181+421.7% | $159,436+244.2% | $85,850+539.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 10.04% | 45.07%-35.0pp | 263.57%-253.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $9,476 | $3,318+185.6% | $4,829+96.2% | $2,565+269.4% |
| Participant deferral / active EE | $8,767 | $5,945+47.5% | $7,352+19.2% | $3,952+121.9% |
| Admin fee / account holder | $12,930 | $6,933+86.5% | $10,799+19.7% | $6,260+106.6% |