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 | $107,943 | $130,194-17.1% | $169,993-36.5% | $71,457+51.1% |
| Participation rate | 93.7% | 86.1%+7.5pp | 87.0%+6.7pp | 67.9%+25.8pp |
| Annual return | 29.48% | 20.37%+9.1pp | 53.37%-23.9pp | 28.85%+0.6pp |
| Employer contribution / active EE | $3,188 | $4,381-27.2% | $6,785-53.0% | $2,588+23.2% |
| Participant deferral / active EE | $8,192 | $6,923+18.3% | $10,408-21.3% | $4,289+91.0% |
| Admin fee / account holder | $11,646 | $966+1106.0% | $12,815-9.1% | $1,587+633.7% |