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 | $54,825 | $82,664-33.7% | $125,339-56.3% | $68,494-20.0% |
| Participation rate | 74.3% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.4pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,603 | $3,381+36.1% | $4,814-4.4% | $2,596+77.3% |
| Participant deferral / active EE | $10,355 | $6,110+69.5% | $7,446+39.1% | $4,027+157.1% |
| Admin fee / account holder | $6,358 | $6,275+1.3% | $10,010-36.5% | $5,403+17.7% |