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 | $26,637 | $76,000-65.0% | $154,107-82.7% | $64,186-58.5% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,242 | $3,351-62.9% | $5,298-76.6% | $2,381-47.8% |
| Participant deferral / active EE | $1,925 | $3,175-39.4% | $5,081-62.1% | $3,470-44.5% |
| Admin fee / account holder | $4,565 | $5,596-18.4% | $13,411-66.0% | $4,888-6.6% |