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 | $50,573 | $83,369-39.3% | $105,223-51.9% | $67,986-25.6% |
| Participation rate | 70.3% | 56.3%+14.0pp | 75.0%-4.7pp | 57.2%+13.1pp |
| Annual return | 15.95% | 24.64%-8.7pp | 180.65%-164.7pp | 31.67%-15.7pp |
| Employer contribution / active EE | $3,124 | $2,541+23.0% | $3,689-15.3% | $2,019+54.8% |
| Participant deferral / active EE | $4,852 | $3,295+47.2% | $5,072-4.3% | $3,358+44.5% |
| Admin fee / account holder | $4,199 | $4,073+3.1% | $8,859-52.6% | $3,203+31.1% |