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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,930 | $91,190+363.8% | $178,490+136.9% | $79,858+429.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.39% | 24.19%+1.2pp | 151.07%-125.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $17,040 | $3,256+423.4% | $5,011+240.1% | $2,471+589.6% |
| Participant deferral / active EE | $13,647 | $3,236+321.7% | $5,202+162.4% | $3,740+264.9% |
| Admin fee / account holder | $86,358 | $6,751+1179.2% | $13,984+517.6% | $5,306+1527.5% |