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 | $345,383 | $81,248+325.1% | $155,509+122.1% | $80,856+327.2% |
| Participation rate | 96.6% | 66.2%+30.4pp | 78.2%+18.4pp | 67.6%+29.0pp |
| Annual return | 12.90% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $8,690 | $3,100+180.3% | $4,672+86.0% | $2,755+215.5% |
| Participant deferral / active EE | $6,955 | $3,452+101.5% | $5,626+23.6% | $4,296+61.9% |
| Admin fee / account holder | $3,820 | $7,997-52.2% | $15,912-76.0% | $6,918-44.8% |