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 | $333,757 | $93,571+256.7% | $135,903+145.6% | $75,163+344.0% |
| Participation rate | 93.2% | 75.2%+18.1pp | 81.9%+11.3pp | 67.2%+26.1pp |
| Annual return | 20.06% | 30.90%-10.8pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $24,491 | $3,537+592.5% | $4,856+404.3% | $2,670+817.3% |
| Participant deferral / active EE | $14,254 | $6,404+122.6% | $7,758+83.7% | $4,125+245.5% |
| Admin fee / account holder | $5,899 | $6,975-15.4% | $10,762-45.2% | $5,651+4.4% |