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 | $117,476 | $88,360+33.0% | $145,433-19.2% | $67,986+72.8% |
| Participation rate | 87.6% | 65.5%+22.1pp | 82.1%+5.5pp | 57.2%+30.4pp |
| Annual return | 17.73% | 63.15%-45.4pp | 66.58%-48.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $3,646 | $3,054+19.4% | $4,554-19.9% | $2,019+80.6% |
| Participant deferral / active EE | $13,871 | $5,932+133.8% | $7,897+75.6% | $3,358+313.1% |
| Admin fee / account holder | $21,723 | $3,313+555.6% | $13,129+65.5% | $3,203+578.2% |