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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $822,262 | $81,900+904.0% | $119,609+587.5% | $68,494+1100.5% |
| Participation rate | 98.6% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | 18.95% | -23.82%+42.8pp | -14.97%+33.9pp | -7.84%+26.8pp |
| Employer contribution / active EE | $15,824 | $2,693+487.5% | $4,232+273.9% | $2,596+509.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $35,675 | $6,582+442.0% | $10,323+245.6% | $5,403+560.3% |