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 | $131,726 | $101,763+29.4% | $164,866-20.1% | $80,874+62.9% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 12.03% | 16.73%-4.7pp | 69.97%-57.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $6,751 | $2,954+128.5% | $4,343+55.5% | $2,756+145.0% |
| Participant deferral / active EE | $4,267 | $4,477-4.7% | $6,033-29.3% | $4,297-0.7% |
| Admin fee / account holder | $8,749 | $8,228+6.3% | $12,689-31.0% | $6,935+26.2% |