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 | $79,568 | $79,428+0.2% | $106,548-25.3% | $79,386+0.2% |
| Participation rate | 92.3% | 74.1%+18.2pp | 76.1%+16.2pp | 70.7%+21.6pp |
| Annual return | 20.31% | 18.27%+2.0pp | 26.80%-6.5pp | 116.85%-96.5pp |
| Employer contribution / active EE | $2,907 | $2,234+30.1% | $2,819+3.1% | $2,427+19.7% |
| Participant deferral / active EE | $3,079 | $3,823-19.5% | $4,398-30.0% | $4,046-23.9% |
| Admin fee / account holder | $1,248 | $523+138.5% | $7,407-83.2% | $626+99.2% |