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 | $268,452 | $98,750+171.9% | $149,696+79.3% | $79,858+236.2% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 14.53% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,259 | $3,216+1.3% | $4,644-29.8% | $2,471+31.9% |
| Participant deferral / active EE | $8,341 | $5,680+46.9% | $6,842+21.9% | $3,740+123.0% |
| Admin fee / account holder | $17,729 | $6,053+192.9% | $9,309+90.5% | $5,306+234.1% |