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 | $410,807 | $91,407+349.4% | $135,903+202.3% | $71,457+474.9% |
| Participation rate | 95.4% | 75.7%+19.7pp | 81.9%+13.5pp | 67.9%+27.4pp |
| Annual return | 16.97% | 29.90%-12.9pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $25,491 | $3,703+588.3% | $4,856+424.9% | $2,588+885.1% |
| Participant deferral / active EE | $7,186 | $7,092+1.3% | $7,758-7.4% | $4,289+67.5% |
| Admin fee / account holder | $19,451 | $1,266+1436.6% | $10,762+80.7% | $1,587+1125.4% |