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 | $103,559 | $109,413-5.4% | $156,263-33.7% | $84,808+22.1% |
| Participation rate | 92.0% | 72.7%+19.4pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 16.28% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,256 | $2,907-56.8% | $4,333-71.0% | $2,631-52.3% |
| Participant deferral / active EE | $5,195 | $4,590+13.2% | $6,158-15.6% | $4,212+23.4% |
| Admin fee / account holder | $2,554 | $9,357-72.7% | $14,255-82.1% | $7,344-65.2% |