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 | $57,942 | $89,355-35.2% | $141,162-59.0% | $72,985-20.6% |
| Participation rate | 90.4% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.9pp |
| Annual return | 23.52% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,993 | $3,114+28.2% | $4,735-15.7% | $2,440+63.6% |
| Participant deferral / active EE | $6,810 | $5,418+25.7% | $6,709+1.5% | $3,607+88.8% |
| Admin fee / account holder | $1,603 | $5,958-73.1% | $10,261-84.4% | $5,124-68.7% |