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 4-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 | $10,094 | $76,407-86.8% | $150,298-93.3% | $82,448-87.8% |
| Participation rate | 92.4% | 66.4%+26.0pp | 77.8%+14.6pp | 68.1%+24.3pp |
| Annual return | 31.01% | 39.99%-9.0pp | 62.79%-31.8pp | 41.64%-10.6pp |
| Employer contribution / active EE | $1,880 | $2,614-28.1% | $4,154-54.7% | $2,551-26.3% |
| Participant deferral / active EE | $2,726 | $3,214-15.2% | $5,453-50.0% | $4,139-34.2% |
| Admin fee / account holder | $509 | $6,352-92.0% | $14,116-96.4% | $7,234-93.0% |