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 | $68,432 | $80,753-15.3% | $136,294-49.8% | $62,292+9.9% |
| Participation rate | 82.3% | 73.5%+8.8pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 27.49% | 35.83%-8.3pp | 5155.94%-5128.4pp | 28.90%-1.4pp |
| Employer contribution / active EE | $3,260 | $2,884+13.0% | $4,695-30.6% | $2,042+59.6% |
| Participant deferral / active EE | $6,173 | $5,164+19.5% | $6,247-1.2% | $3,169+94.8% |
| Admin fee / account holder | $2,536 | $525+382.6% | $9,243-72.6% | $479+429.0% |