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 | $494,053 | $52,953+833.0% | $172,739+186.0% | $65,185+657.9% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 20.21% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $17,622 | $2,190+704.8% | $5,143+242.7% | $2,177+709.6% |
| Participant deferral / active EE | $11,490 | $2,471+365.0% | $5,198+121.1% | $3,514+227.0% |
| Admin fee / account holder | $49,968 | $472+10488.5% | $13,954+258.1% | $847+5798.8% |