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 | $140,982 | $105,181+34.0% | $159,436-11.6% | $85,850+64.2% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 14.84% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,760 | $3,318-16.8% | $4,829-42.9% | $2,565+7.6% |
| Participant deferral / active EE | $6,437 | $5,945+8.3% | $7,352-12.4% | $3,952+62.9% |
| Admin fee / account holder | $7,299 | $6,933+5.3% | $10,799-32.4% | $6,260+16.6% |