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 | $165,270 | $98,750+67.4% | $149,696+10.4% | $79,858+107.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.96% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $17,292 | $3,216+437.6% | $4,644+272.3% | $2,471+599.8% |
| Participant deferral / active EE | $10,426 | $5,680+83.6% | $6,842+52.4% | $3,740+178.8% |
| Admin fee / account holder | $16,806 | $6,053+177.7% | $9,309+80.5% | $5,306+216.7% |