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 | $261,145 | $109,359+138.8% | $162,163+61.0% | $72,985+257.8% |
| Participation rate | 97.2% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 26.22% | 25.46%+0.8pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $18,215 | $3,907+366.2% | $5,614+224.5% | $2,440+646.6% |
| Participant deferral / active EE | $16,846 | $5,481+207.3% | $7,298+130.8% | $3,607+367.0% |
| Admin fee / account holder | $4,924 | $7,972-38.2% | $10,843-54.6% | $5,124-3.9% |