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 | $1,051,364 | $91,190+1052.9% | $178,490+489.0% | $79,858+1216.5% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 14.34% | 24.19%-9.9pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $31,892 | $3,256+879.6% | $5,011+536.5% | $2,471+1190.8% |
| Participant deferral / active EE | $19,262 | $3,236+495.2% | $5,202+270.3% | $3,740+415.0% |
| Admin fee / account holder | $23,979 | $6,751+255.2% | $13,984+71.5% | $5,306+351.9% |