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 9-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 | $110,951 | $102,317+8.4% | $146,958-24.5% | $80,856+37.2% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 12.21% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,568 | $3,713+50.0% | $4,933+12.9% | $2,755+102.1% |
| Participant deferral / active EE | $8,547 | $6,644+28.6% | $8,070+5.9% | $4,296+99.0% |
| Admin fee / account holder | $3,749 | $7,941-52.8% | $12,998-71.2% | $6,918-45.8% |