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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $262,706 | $80,717+225.5% | $154,803+69.7% | $84,808+209.8% |
| Participation rate | 92.4% | 66.8%+25.6pp | 78.1%+14.3pp | 68.3%+24.1pp |
| Annual return | 11.22% | 37.96%-26.7pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,569 | $3,303+98.9% | $5,540+18.6% | $4,212+56.0% |
| Admin fee / account holder | $82,471 | $6,746+1122.6% | $14,329+475.5% | $7,344+1023.0% |