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 7-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 | $76,707 | $79,013-2.9% | $100,391-23.6% | $74,495+3.0% |
| Participation rate | 85.0% | 79.5%+5.5pp | 81.5%+3.5pp | 67.2%+17.8pp |
| Annual return | 26.94% | 20.41%+6.5pp | 49.20%-22.3pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $5,513 | $3,021+82.5% | $3,942+39.9% | $2,623+110.2% |
| Participant deferral / active EE | $11,009 | $7,760+41.9% | $8,082+36.2% | $4,346+153.3% |
| Admin fee / account holder | $2,604 | $1,320+97.3% | $7,899-67.0% | $1,942+34.1% |