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 | $102,241 | $46,553+119.6% | $64,056+59.6% | $75,163+36.0% |
| Participation rate | 98.5% | 65.9%+32.5pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 13.25% | 26.03%-12.8pp | 33.69%-20.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $6,350 | $1,974+221.7% | $2,747+131.2% | $2,670+137.9% |
| Participant deferral / active EE | $6,760 | $2,837+138.3% | $3,880+74.2% | $4,125+63.9% |
| Admin fee / account holder | $5,580 | $2,952+89.0% | $3,068+81.9% | $5,651-1.3% |