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 | $263,522 | $148,978+76.9% | $200,582+31.4% | $84,808+210.7% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 15.79% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,025 | $4,815-37.2% | $6,419-52.9% | $2,631+15.0% |
| Participant deferral / active EE | $7,712 | $7,142+8.0% | $9,331-17.4% | $4,212+83.1% |
| Admin fee / account holder | $3,108 | $13,977-77.8% | $16,305-80.9% | $7,344-57.7% |