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.)
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 | $272,986 | $98,982+175.8% | $162,163+68.3% | $65,185+318.8% |
| Participation rate | 94.1% | 85.8%+8.3pp | 87.6%+6.5pp | 70.2%+23.9pp |
| Annual return | 24.43% | 24.84%-0.4pp | 115.59%-91.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,450 | $5,384+149.8% | $7,298+84.3% | $3,514+282.8% |
| Admin fee / account holder | $17,761 | $596+2878.1% | $10,843+63.8% | $847+1996.7% |