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 | $322,489 | $203,209+58.7% | $159,436+102.3% | - |
| Participation rate | 96.0% | 77.0%+18.9pp | 82.8%+13.1pp | - |
| Annual return | 15.73% | 10.23%+5.5pp | 263.57%-247.8pp | - |
| Employer contribution / active EE | $3,160 | $2,919+8.3% | $4,829-34.6% | - |
| Participant deferral / active EE | $8,696 | $5,954+46.1% | $7,352+18.3% | - |
| Admin fee / account holder | $2,501 | $10,627-76.5% | $10,799-76.8% | - |