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 | $171,889 | $54,705+214.2% | $71,209+141.4% | $84,808+102.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.86% | 35.90%-12.0pp | 282.51%-258.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $13,250 | $2,158+514.0% | $2,721+387.0% | $2,631+403.6% |
| Participant deferral / active EE | $11,719 | $3,030+286.7% | $4,175+180.7% | $4,212+178.3% |
| Admin fee / account holder | $7,479 | $4,863+53.8% | $5,349+39.8% | $7,344+1.8% |