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 | $148,978+99.3% | $200,582+48.1% | $84,808+250.2% |
| Participation rate | 98.1% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 16.65% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,529 | $4,815-5.9% | $6,419-29.4% | $2,631+72.1% |
| Participant deferral / active EE | $20,801 | $7,142+191.2% | $9,331+122.9% | $4,212+393.9% |
| Admin fee / account holder | $24,734 | $13,977+77.0% | $16,305+51.7% | $7,344+236.8% |