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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,120 | $85,515-73.0% | $112,040-79.4% | $67,986-66.0% |
| Participation rate | 93.0% | 68.2%+24.8pp | 76.5%+16.5pp | 57.2%+35.8pp |
| Annual return | 15.07% | 29.68%-14.6pp | 24.52%-9.4pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,035 | $2,191-52.7% | $2,954-64.9% | $2,019-48.7% |
| Participant deferral / active EE | $2,903 | $4,014-27.7% | $5,098-43.1% | $3,358-13.6% |
| Admin fee / account holder | $696 | $3,774-81.5% | $12,098-94.2% | $3,203-78.3% |