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 | $118,487 | $58,234+103.5% | $81,783+44.9% | $80,874+46.5% |
| Participation rate | 76.3% | 63.4%+12.8pp | 72.4%+3.9pp | 67.6%+8.6pp |
| Annual return | 13.05% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $3,193 | $2,341+36.4% | $2,913+9.6% | $2,756+15.9% |
| Participant deferral / active EE | $8,936 | $3,283+172.2% | $4,320+106.8% | $4,297+108.0% |
| Admin fee / account holder | $13,529 | $4,982+171.6% | $7,380+83.3% | $6,935+95.1% |