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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $293,730 | $132,049+122.4% | $200,582+46.4% | $74,304+295.3% |
| Participation rate | 99.0% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 21.96% | 22.22%-0.3pp | 42.33%-20.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $5,750 | $4,558+26.2% | $6,419-10.4% | $2,241+156.6% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $27,206 | $2,405+1031.4% | $16,305+66.9% | $2,969+816.4% |