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 | $217,629 | $130,194+67.2% | $169,993+28.0% | $71,457+204.6% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.0%+10.3pp | 67.9%+29.4pp |
| Annual return | 66.27% | 20.37%+45.9pp | 53.37%+12.9pp | 28.85%+37.4pp |
| Employer contribution / active EE | $5,452 | $4,381+24.4% | $6,785-19.7% | $2,588+110.7% |
| Participant deferral / active EE | $8,543 | $6,923+23.4% | $10,408-17.9% | $4,289+99.2% |
| Admin fee / account holder | $26,501 | $966+2644.4% | $12,815+106.8% | $1,587+1569.5% |