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 | $154,193 | $72,277+113.3% | $101,248+52.3% | $79,858+93.1% |
| Participation rate | 81.3% | 68.5%+12.9pp | 75.8%+5.5pp | 69.6%+11.7pp |
| Annual return | 12.79% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,578 | $2,692+32.9% | $3,660-2.2% | $2,471+44.8% |
| Participant deferral / active EE | $8,069 | $3,282+145.9% | $4,370+84.6% | $3,740+115.7% |
| Admin fee / account holder | $5,988 | $4,400+36.1% | $5,945+0.7% | $5,306+12.8% |