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 | $327,959 | $102,317+220.5% | $146,958+123.2% | $80,856+305.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.6pp | 67.6%+30.2pp |
| Annual return | 14.57% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $8,810 | $3,713+137.3% | $4,933+78.6% | $2,755+219.8% |
| Participant deferral / active EE | $12,165 | $6,644+83.1% | $8,070+50.7% | $4,296+183.2% |
| Admin fee / account holder | $2,337 | $7,941-70.6% | $12,998-82.0% | $6,918-66.2% |