Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $45,830 | $95,453-52.0% | $112,040-59.1% | $82,448-44.4% |
| Participation rate | 99.0% | 72.8%+26.2pp | 76.5%+22.5pp | 68.1%+30.9pp |
| Annual return | 14.47% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,954 | $2,318-15.7% | $2,954-33.8% | $2,551-23.4% |
| Participant deferral / active EE | $3,364 | $4,224-20.4% | $5,098-34.0% | $4,139-18.7% |
| Admin fee / account holder | $1,225 | $9,013-86.4% | $12,098-89.9% | $7,234-83.1% |