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 | $135,199 | $95,453+41.6% | $112,040+20.7% | $82,448+64.0% |
| Participation rate | 98.9% | 72.8%+26.2pp | 76.5%+22.4pp | 68.1%+30.8pp |
| Annual return | 18.96% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,717 | $2,318+103.5% | $2,954+59.7% | $2,551+84.9% |
| Participant deferral / active EE | $12,080 | $4,224+186.0% | $5,098+137.0% | $4,139+191.8% |
| Admin fee / account holder | $17,558 | $9,013+94.8% | $12,098+45.1% | $7,234+142.7% |