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 | $146,267+80.2% | $197,124+33.7% | $82,448+219.6% |
| Participation rate | 93.6% | 84.0%+9.6pp | 86.7%+6.9pp | 68.1%+25.5pp |
| Annual return | 15.79% | 29.61%-13.8pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,025 | $4,723-36.0% | $6,227-51.4% | $2,551+18.6% |
| Participant deferral / active EE | $7,712 | $7,035+9.6% | $9,135-15.6% | $4,139+86.3% |
| Admin fee / account holder | $3,108 | $14,422-78.4% | $16,298-80.9% | $7,234-57.0% |