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 | $135,365 | $85,766+57.8% | $136,294-0.7% | $70,131+93.0% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 23.79% | 31.45%-7.7pp | 5155.94%-5132.1pp | 73.14%-49.4pp |
| Employer contribution / active EE | $7,902 | $2,966+166.4% | $4,695+68.3% | $2,342+237.4% |
| Participant deferral / active EE | $6,989 | $5,051+38.4% | $6,247+11.9% | $3,332+109.8% |
| Admin fee / account holder | $6,824 | $5,420+25.9% | $9,243-26.2% | $4,645+46.9% |