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 | $136,699 | $106,749+28.1% | $145,433-6.0% | $82,448+65.8% |
| Participation rate | 96.9% | 75.6%+21.3pp | 82.1%+14.8pp | 68.1%+28.9pp |
| Annual return | 26.50% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $5,624 | $3,444+63.3% | $4,554+23.5% | $2,551+120.5% |
| Participant deferral / active EE | $19,280 | $6,519+195.8% | $7,897+144.1% | $4,139+365.8% |
| Admin fee / account holder | $6,461 | $8,390-23.0% | $13,129-50.8% | $7,234-10.7% |