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 | $92,703 | $109,413-15.3% | $156,263-40.7% | $84,808+9.3% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 13.11% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,828 | $2,907-2.7% | $4,333-34.7% | $2,631+7.5% |
| Participant deferral / active EE | $4,187 | $4,590-8.8% | $6,158-32.0% | $4,212-0.6% |
| Admin fee / account holder | $1,998 | $9,357-78.6% | $14,255-86.0% | $7,344-72.8% |