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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,255 | $63,346+159.3% | $92,233+78.1% | $70,131+134.2% |
| Participation rate | 98.8% | 68.7%+30.1pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 15.36% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $17,043 | $2,471+589.7% | $3,679+363.2% | $2,342+627.6% |
| Participant deferral / active EE | $4,328 | $2,854+51.7% | $3,897+11.1% | $3,332+29.9% |
| Admin fee / account holder | $6,435 | $3,840+67.6% | $5,194+23.9% | $4,645+38.5% |