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 | $250,945 | $63,764+293.6% | $81,930+206.3% | $79,858+214.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 26.77% | 22.66%+4.1pp | 29.49%-2.7pp | 31.71%-4.9pp |
| Employer contribution / active EE | $15,693 | $1,795+774.1% | $4,310+264.1% | $2,471+535.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $23,980 | $4,426+441.8% | $5,158+364.9% | $5,306+351.9% |