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 | $281,741 | $82,664+240.8% | $125,339+124.8% | $68,494+311.3% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $6,402 | $3,381+89.4% | $4,814+33.0% | $2,596+146.6% |
| Participant deferral / active EE | $8,353 | $6,110+36.7% | $7,446+12.2% | $4,027+107.4% |
| Admin fee / account holder | $8,128 | $6,275+29.5% | $10,010-18.8% | $5,403+50.4% |