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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,524 | $83,477-2.3% | $125,175-34.9% | $72,985+11.7% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.6pp | 69.5%+17.9pp |
| Annual return | 81.91% | 25.78%+56.1pp | 43.79%+38.1pp | 81.00%+0.9pp |
| Employer contribution / active EE | $4,461 | $2,345+90.2% | $3,865+15.4% | $2,440+82.8% |
| Participant deferral / active EE | $4,071 | $3,585+13.5% | $4,937-17.5% | $3,607+12.9% |
| Admin fee / account holder | $4,748 | $5,517-13.9% | $9,702-51.1% | $5,124-7.3% |