Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $59,490 | $88,087-32.5% | $164,866-63.9% | $74,546-20.2% |
| Participation rate | 93.3% | 73.1%+20.2pp | 78.6%+14.7pp | 67.2%+26.1pp |
| Annual return | 24.05% | 17.27%+6.8pp | 69.97%-45.9pp | 1366.03%-1342.0pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,708 | $4,499+26.9% | $6,033-5.4% | $4,347+31.3% |
| Admin fee / account holder | $10,002 | $2,232+348.2% | $12,689-21.2% | $1,944+414.6% |