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 | $80,717+32.1% | $154,803-31.1% | $84,808+25.7% |
| Participation rate | 86.3% | 66.8%+19.4pp | 78.1%+8.2pp | 68.3%+17.9pp |
| Annual return | 18.85% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,163 | $2,761-57.9% | $4,305-73.0% | $2,631-55.8% |
| Participant deferral / active EE | $11,178 | $3,303+238.4% | $5,540+101.7% | $4,212+165.4% |
| Admin fee / account holder | $3,729 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |