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 | $438,384 | $91,190+380.7% | $178,490+145.6% | $79,858+449.0% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 17.72% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $19,280 | $3,256+492.2% | $5,011+284.8% | $2,471+680.3% |
| Participant deferral / active EE | $12,303 | $3,236+280.2% | $5,202+136.5% | $3,740+229.0% |
| Admin fee / account holder | $4,818 | $6,751-28.6% | $13,984-65.5% | $5,306-9.2% |