Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $10,656 | $76,407-86.1% | $150,298-92.9% | $82,448-87.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 19.97% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,333 | $2,614-49.0% | $4,154-67.9% | $2,551-47.7% |
| Participant deferral / active EE | $2,764 | $3,214-14.0% | $5,453-49.3% | $4,139-33.2% |
| Admin fee / account holder | $715 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |