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 | $103,665 | $70,908+46.2% | $98,907+4.8% | $73,488+41.1% |
| Participation rate | 88.5% | 73.8%+14.7pp | 76.0%+12.5pp | 70.7%+17.8pp |
| Annual return | 50.08% | 34.17%+15.9pp | 196.43%-146.3pp | 28.51%+21.6pp |
| Employer contribution / active EE | $3,832 | $2,036+88.2% | $2,689+42.5% | $2,270+68.8% |
| Participant deferral / active EE | $7,674 | $3,500+119.3% | $4,244+80.8% | $3,740+105.2% |
| Admin fee / account holder | $4,537 | $535+748.1% | $6,642-31.7% | $513+784.2% |