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 | $332,188 | $87,841+278.2% | $133,980+147.9% | $62,891+428.2% |
| Participation rate | 96.1% | 83.4%+12.7pp | 87.1%+9.0pp | 69.3%+26.7pp |
| Annual return | 5.71% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $13,687 | $3,483+293.0% | $5,211+162.6% | $2,281+500.1% |
| Participant deferral / active EE | $7,725 | $4,812+60.5% | $6,282+23.0% | $3,203+141.2% |
| Admin fee / account holder | $2,715 | $5,371-49.5% | $9,324-70.9% | $4,296-36.8% |