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 | $460,804 | $80,717+470.9% | $154,803+197.7% | $84,808+443.4% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $22,745 | $2,761+723.7% | $4,305+428.3% | $2,631+764.5% |
| Participant deferral / active EE | $18,199 | $3,303+450.9% | $5,540+228.5% | $4,212+332.1% |
| Admin fee / account holder | $23,332 | $6,746+245.9% | $14,329+62.8% | $7,344+217.7% |