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 | $333,896 | $65,041+413.4% | $90,951+267.1% | $79,858+318.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.38% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,580 | $1,247+267.2% | $2,122+115.9% | $2,471+85.4% |
| Participant deferral / active EE | $8,137 | $2,512+223.9% | $3,373+141.2% | $3,740+117.6% |
| Admin fee / account holder | $22,333 | $4,536+392.3% | $5,959+274.8% | $5,306+320.9% |