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 | $105,208 | $108,825-3.3% | $156,181-32.6% | $82,448+27.6% |
| Participation rate | 84.3% | 72.4%+11.9pp | 78.8%+5.4pp | 68.1%+16.2pp |
| Annual return | 28.23% | 20.59%+7.6pp | 64.87%-36.6pp | 41.64%-13.4pp |
| Employer contribution / active EE | $818 | $2,870-71.5% | $4,294-80.9% | $2,551-67.9% |
| Participant deferral / active EE | $7,685 | $4,577+67.9% | $6,132+25.3% | $4,139+85.7% |
| Admin fee / account holder | $605 | $9,341-93.5% | $14,586-95.9% | $7,234-91.6% |