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 4-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 | $43,693 | $101,317-56.9% | $146,958-70.3% | $74,495-41.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.17% | 8730.91%-8705.7pp | 418.34%-393.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $2,754 | $3,810-27.7% | $4,933-44.2% | $2,623+5.0% |
| Participant deferral / active EE | $7,584 | $7,303+3.8% | $8,070-6.0% | $4,346+74.5% |
| Admin fee / account holder | $1,954 | $1,739+12.4% | $12,998-85.0% | $1,942+0.6% |