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 | $714,100 | $137,414+419.7% | $189,513+276.8% | $85,850+731.8% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 15.92% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $54,325 | $4,344+1150.5% | $6,162+781.7% | $2,565+2017.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,388 | $8,630-37.6% | $12,045-55.3% | $6,260-13.9% |