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 | $128,603+170.9% | $197,124+76.7% | $67,986+412.4% |
| Participation rate | 93.1% | 81.7%+11.4pp | 86.7%+6.4pp | 57.2%+35.9pp |
| Annual return | 10.37% | 23.77%-13.4pp | 44.34%-34.0pp | 31.67%-21.3pp |
| Employer contribution / active EE | $14,047 | $4,379+220.8% | $6,227+125.6% | $2,019+595.8% |
| Participant deferral / active EE | $15,077 | $6,840+120.4% | $9,135+65.1% | $3,358+349.0% |
| Admin fee / account holder | $10,232 | $3,035+237.1% | $16,298-37.2% | $3,203+219.4% |