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 | $296,440 | $88,083+236.5% | $164,813+79.9% | $74,495+297.9% |
| Participation rate | 79.0% | 73.0%+6.0pp | 78.6%+0.4pp | 67.2%+11.8pp |
| Annual return | 15.19% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,486 | $2,593+34.4% | $4,341-19.7% | $2,623+32.9% |
| Participant deferral / active EE | $7,568 | $4,498+68.3% | $6,031+25.5% | $4,346+74.1% |
| Admin fee / account holder | $14,253 | $2,234+538.1% | $12,690+12.3% | $1,942+634.0% |