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 | $296,966 | $146,267+103.0% | $197,124+50.6% | $82,448+260.2% |
| Participation rate | 98.1% | 84.0%+14.1pp | 86.7%+11.4pp | 68.1%+30.0pp |
| Annual return | 16.65% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,529 | $4,723-4.1% | $6,227-27.3% | $2,551+77.5% |
| Participant deferral / active EE | $20,801 | $7,035+195.7% | $9,135+127.7% | $4,139+402.5% |
| Admin fee / account holder | $24,734 | $14,422+71.5% | $16,298+51.8% | $7,234+241.9% |