Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $121,413 | $88,360+37.4% | $145,433-16.5% | $67,986+78.6% |
| Participation rate | 82.5% | 65.5%+17.0pp | 82.1%+0.4pp | 57.2%+25.3pp |
| Annual return | 18.52% | 63.15%-44.6pp | 66.58%-48.1pp | 31.67%-13.1pp |
| Employer contribution / active EE | $4,940 | $3,054+61.8% | $4,554+8.5% | $2,019+144.7% |
| Participant deferral / active EE | $11,336 | $5,932+91.1% | $7,897+43.5% | $3,358+237.6% |
| Admin fee / account holder | $9,528 | $3,313+187.6% | $13,129-27.4% | $3,203+197.4% |