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 | $77,724 | $64,324+20.8% | $118,925-34.6% | $79,858-2.7% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 14.83% | 86.45%-71.6pp | 35.88%-21.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,368 | $1,836+83.4% | $3,263+3.2% | $2,471+36.3% |
| Participant deferral / active EE | $5,061 | $2,824+79.2% | $4,265+18.7% | $3,740+35.3% |
| Admin fee / account holder | $1,752 | $4,040-56.6% | $6,581-73.4% | $5,306-67.0% |