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 3-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 | $45,210 | $88,360-48.8% | $145,433-68.9% | $67,986-33.5% |
| Participation rate | 76.8% | 65.5%+11.3pp | 82.1%-5.3pp | 57.2%+19.6pp |
| Annual return | 31.74% | 63.15%-31.4pp | 66.58%-34.8pp | 31.67%+0.1pp |
| Employer contribution / active EE | $2,687 | $3,054-12.0% | $4,554-41.0% | $2,019+33.1% |
| Participant deferral / active EE | $5,810 | $5,932-2.1% | $7,897-26.4% | $3,358+73.0% |
| Admin fee / account holder | $11,030 | $3,313+232.9% | $13,129-16.0% | $3,203+244.4% |