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 | $87,561 | $87,013+0.6% | $106,213-17.6% | $80,856+8.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.6%+30.3pp |
| Annual return | 14.66% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,266 | $2,395+36.4% | $3,171+3.0% | $2,755+18.6% |
| Participant deferral / active EE | $4,236 | $3,986+6.3% | $5,016-15.5% | $4,296-1.4% |
| Admin fee / account holder | $8,352 | $8,431-0.9% | $11,033-24.3% | $6,918+20.7% |