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 | $277,658 | $77,899+256.4% | $149,673+85.5% | $75,163+269.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.73% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $13,867 | $3,137+342.0% | $4,818+187.8% | $2,670+419.4% |
| Participant deferral / active EE | $8,346 | $3,411+144.7% | $5,680+46.9% | $4,125+102.3% |
| Admin fee / account holder | $22,226 | $5,956+273.2% | $13,210+68.3% | $5,651+293.3% |