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 | $490,287 | $85,202+475.4% | $172,739+183.8% | $72,985+571.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.49% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $29,703 | $3,324+793.5% | $5,143+477.6% | $2,440+1117.4% |
| Participant deferral / active EE | $18,317 | $3,260+461.8% | $5,198+252.4% | $3,607+407.8% |
| Admin fee / account holder | $6,258 | $5,884+6.4% | $13,954-55.2% | $5,124+22.1% |