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 | $155,930 | $79,171+97.0% | $102,423+52.2% | $74,495+109.3% |
| Participation rate | 81.3% | 74.8%+6.5pp | 76.5%+4.8pp | 67.2%+14.0pp |
| Annual return | 13.32% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,613 | $2,362-31.7% | $3,023-46.6% | $2,623-38.5% |
| Participant deferral / active EE | $4,723 | $4,415+7.0% | $5,053-6.5% | $4,346+8.7% |
| Admin fee / account holder | $10,551 | $2,001+427.4% | $9,451+11.6% | $1,942+443.4% |