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 | $538,566 | $105,181+412.0% | $159,436+237.8% | $85,850+527.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 39.09% | 45.07%-6.0pp | 263.57%-224.5pp | 318.53%-279.4pp |
| Employer contribution / active EE | $24,683 | $3,318+643.9% | $4,829+411.1% | $2,565+862.3% |
| Participant deferral / active EE | $18,014 | $5,945+203.0% | $7,352+145.0% | $3,952+355.8% |
| Admin fee / account holder | $7,587 | $6,933+9.4% | $10,799-29.7% | $6,260+21.2% |