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 | $289,789 | $89,753+222.9% | $107,525+169.5% | $84,808+241.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.54% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $19,319 | $3,113+520.5% | $3,754+414.7% | $2,631+634.3% |
| Participant deferral / active EE | $7,545 | $4,056+86.0% | $5,116+47.5% | $4,212+79.1% |
| Admin fee / account holder | $5,118 | $7,222-29.1% | $8,919-42.6% | $7,344-30.3% |