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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,766 | $101,317-11.4% | $146,958-38.9% | $74,495+20.5% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.7pp | 67.2%+15.7pp |
| Annual return | 16.42% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,792 | $3,810-53.0% | $4,933-63.7% | $2,623-31.7% |
| Participant deferral / active EE | $3,498 | $7,303-52.1% | $8,070-56.7% | $4,346-19.5% |
| Admin fee / account holder | $7,106 | $1,739+308.7% | $12,998-45.3% | $1,942+266.0% |