Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $211,485 | $78,520+169.3% | $96,576+119.0% | $82,448+156.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 29.65% | 41.30%-11.7pp | 38.47%-8.8pp | 41.64%-12.0pp |
| Employer contribution / active EE | $6,954 | $2,630+164.5% | $3,553+95.7% | $2,551+172.6% |
| Participant deferral / active EE | $8,991 | $6,754+33.1% | $7,956+13.0% | $4,139+117.2% |
| Admin fee / account holder | $1,044 | $13,455-92.2% | $11,381-90.8% | $7,234-85.6% |