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 | $335,453 | $102,317+227.9% | $146,958+128.3% | $80,856+314.9% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.2%+4.6pp | 67.6%+19.1pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,560 | $3,713+76.7% | $4,933+33.0% | $2,755+138.1% |
| Participant deferral / active EE | $13,161 | $6,644+98.1% | $8,070+63.1% | $4,296+206.4% |
| Admin fee / account holder | $35,090 | $7,941+341.9% | $12,998+170.0% | $6,918+407.2% |