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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,364 | $89,355+181.3% | $141,162+78.1% | $72,985+244.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.33% | 111.85%-85.5pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $6,456 | $3,114+107.3% | $4,735+36.4% | $2,440+164.6% |
| Participant deferral / active EE | $7,735 | $5,418+42.8% | $6,709+15.3% | $3,607+114.4% |
| Admin fee / account holder | $9,915 | $5,958+66.4% | $10,261-3.4% | $5,124+93.5% |