Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $67,831 | $74,661-9.1% | $160,784-57.8% | $67,986-0.2% |
| Participation rate | 77.1% | 57.1%+20.0pp | 77.0%+0.2pp | 57.2%+19.9pp |
| Annual return | 20.42% | 28.83%-8.4pp | 1803.92%-1783.5pp | 31.67%-11.2pp |
| Employer contribution / active EE | $2,516 | $1,829+37.6% | $3,733-32.6% | $2,019+24.7% |
| Participant deferral / active EE | $5,635 | $3,681+53.1% | $6,293-10.5% | $3,358+67.8% |
| Admin fee / account holder | $1,288 | $3,959-67.5% | $9,717-86.7% | $3,203-59.8% |