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 | $260,651 | $98,750+164.0% | $149,696+74.1% | $79,858+226.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 33.11% | 27.43%+5.7pp | 276.60%-243.5pp | 31.71%+1.4pp |
| Employer contribution / active EE | $6,626 | $3,216+106.0% | $4,644+42.7% | $2,471+168.2% |
| Participant deferral / active EE | $8,196 | $5,680+44.3% | $6,842+19.8% | $3,740+119.1% |
| Admin fee / account holder | $11,569 | $6,053+91.1% | $9,309+24.3% | $5,306+118.0% |