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 | $265,531 | $89,355+197.2% | $141,162+88.1% | $72,985+263.8% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 21.12% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $21,770 | $3,114+599.0% | $4,735+359.8% | $2,440+792.3% |
| Participant deferral / active EE | $6,245 | $5,418+15.3% | $6,709-6.9% | $3,607+73.1% |
| Admin fee / account holder | $2,788 | $5,958-53.2% | $10,261-72.8% | $5,124-45.6% |