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 | $286,706 | $95,416+200.5% | $185,823+54.3% | $85,850+234.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.22% | 23.59%-11.4pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $23,214 | $3,314+600.6% | $5,167+349.2% | $2,565+805.0% |
| Participant deferral / active EE | $12,010 | $3,423+250.8% | $5,568+115.7% | $3,952+203.9% |
| Admin fee / account holder | $50,666 | $7,213+602.4% | $16,237+212.0% | $6,260+709.4% |