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 | $370,605 | $81,446+355.0% | $103,374+258.5% | $80,874+358.2% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.5%+24.1pp | 67.6%+30.9pp |
| Annual return | 14.30% | 25.57%-11.3pp | 24.89%-10.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $5,384 | $3,107+73.3% | $3,869+39.1% | $2,756+95.4% |
| Participant deferral / active EE | $20,370 | $3,870+426.4% | $5,058+302.8% | $4,297+374.1% |
| Admin fee / account holder | $5,295 | $6,715-21.2% | $8,394-36.9% | $6,935-23.7% |