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 | $106,591 | $76,407+39.5% | $150,298-29.1% | $82,448+29.3% |
| Participation rate | 86.3% | 66.4%+19.9pp | 77.8%+8.5pp | 68.1%+18.2pp |
| Annual return | 18.85% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,163 | $2,614-55.5% | $4,154-72.0% | $2,551-54.4% |
| Participant deferral / active EE | $11,178 | $3,214+247.7% | $5,453+105.0% | $4,139+170.0% |
| Admin fee / account holder | $3,729 | $6,352-41.3% | $14,116-73.6% | $7,234-48.5% |