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 | $451,311 | $102,317+341.1% | $146,958+207.1% | $80,856+458.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.85% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $19,660 | $3,713+429.5% | $4,933+298.5% | $2,755+613.6% |
| Participant deferral / active EE | $5,486 | $6,644-17.4% | $8,070-32.0% | $4,296+27.7% |
| Admin fee / account holder | $16,025 | $7,941+101.8% | $12,998+23.3% | $6,918+131.6% |