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 | $271,126 | $78,672+244.6% | $109,143+148.4% | $85,850+215.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.08% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $22,566 | $2,735+725.2% | $3,722+506.3% | $2,565+779.7% |
| Participant deferral / active EE | $7,982 | $3,467+130.2% | $4,653+71.5% | $3,952+102.0% |
| Admin fee / account holder | $4,564 | $5,469-16.6% | $6,752-32.4% | $6,260-27.1% |