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 | $440,058 | $85,202+416.5% | $172,739+154.8% | $72,985+502.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.86% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $12,756 | $3,324+283.7% | $5,143+148.0% | $2,440+422.8% |
| Participant deferral / active EE | $12,953 | $3,260+297.3% | $5,198+149.2% | $3,607+259.1% |
| Admin fee / account holder | $9,872 | $5,884+67.8% | $13,954-29.3% | $5,124+92.6% |