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 | $57,249 | $99,957-42.7% | $149,696-61.8% | $73,488-22.1% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 23.66% | 53.87%-30.2pp | 276.60%-252.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $4,165 | $3,191+30.5% | $4,644-10.3% | $2,270+83.5% |
| Participant deferral / active EE | $10,362 | $6,073+70.6% | $6,842+51.4% | $3,740+177.1% |
| Admin fee / account holder | $3,464 | $551+529.0% | $9,309-62.8% | $513+575.1% |