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 | $81,460+355.0% | $103,333+258.6% | $80,856+358.3% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.6%+30.9pp |
| Annual return | 14.30% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,384 | $3,105+73.4% | $3,868+39.2% | $2,755+95.4% |
| Participant deferral / active EE | $20,370 | $3,869+426.5% | $5,057+302.8% | $4,296+374.2% |
| Admin fee / account holder | $5,295 | $6,566-19.4% | $8,355-36.6% | $6,918-23.5% |