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 | $119,194 | $72,277+64.9% | $101,248+17.7% | $79,858+49.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 127.83% | 22.30%+105.5pp | 46.47%+81.4pp | 31.71%+96.1pp |
| Employer contribution / active EE | $9,227 | $2,692+242.8% | $3,660+152.1% | $2,471+273.4% |
| Participant deferral / active EE | $5,213 | $3,282+58.9% | $4,370+19.3% | $3,740+39.4% |
| Admin fee / account holder | $4,013 | $4,400-8.8% | $5,945-32.5% | $5,306-24.4% |