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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,251 | $96,484-32.4% | $156,263-58.2% | $74,304-12.2% |
| Participation rate | 92.6% | 67.7%+24.9pp | 78.9%+13.7pp | 60.3%+32.2pp |
| Annual return | 496.75% | 17.73%+479.0pp | 59.47%+437.3pp | 29.43%+467.3pp |
| Employer contribution / active EE | $1,162 | $2,528-54.0% | $4,333-73.2% | $2,241-48.1% |
| Participant deferral / active EE | $1,212 | $4,286-71.7% | $6,158-80.3% | $3,767-67.8% |
| Admin fee / account holder | $504 | $3,728-86.5% | $14,255-96.5% | $2,969-83.0% |