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 | $636,578 | $55,453+1048.0% | $170,442+273.5% | $62,292+921.9% |
| Participation rate | 82.1% | 66.4%+15.7pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 106.10% | 21.38%+84.7pp | 205.93%-99.8pp | 28.90%+77.2pp |
| Employer contribution / active EE | $17,002 | $2,164+685.8% | $5,433+213.0% | $2,042+732.5% |
| Participant deferral / active EE | $7,433 | $2,303+222.8% | $4,939+50.5% | $3,169+134.6% |
| Admin fee / account holder | $30,069 | $455+6507.8% | $13,880+116.6% | $479+6172.9% |