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 | $59,077 | $56,317+4.9% | $71,209-17.0% | $74,304-20.5% |
| Participation rate | 80.5% | 55.1%+25.4pp | 73.8%+6.7pp | 60.3%+20.1pp |
| Annual return | 19.37% | 42.83%-23.5pp | 282.51%-263.1pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,607 | $2,160+20.7% | $2,721-4.2% | $2,241+16.3% |
| Participant deferral / active EE | $1,171 | $2,788-58.0% | $4,175-72.0% | $3,767-68.9% |
| Admin fee / account holder | $1,613 | $2,290-29.6% | $5,349-69.8% | $2,969-45.7% |