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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $348,378 | $132,049+163.8% | $200,582+73.7% | $74,304+368.9% |
| Participation rate | 93.1% | 84.1%+9.0pp | 86.9%+6.2pp | 60.3%+32.7pp |
| Annual return | 10.37% | 22.22%-11.8pp | 42.33%-32.0pp | 29.43%-19.1pp |
| Employer contribution / active EE | $14,047 | $4,558+208.2% | $6,419+118.8% | $2,241+526.8% |
| Participant deferral / active EE | $15,077 | $7,213+109.0% | $9,331+61.6% | $3,767+300.2% |
| Admin fee / account holder | $10,232 | $2,405+325.5% | $16,305-37.2% | $2,969+244.6% |