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 | $100,314 | $77,660+29.2% | $109,143-8.1% | $79,386+26.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.99% | 23.44%-6.5pp | 25.75%-8.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $4,721 | $2,797+68.8% | $3,722+26.8% | $2,427+94.5% |
| Participant deferral / active EE | $5,494 | $3,518+56.2% | $4,653+18.1% | $4,046+35.8% |
| Admin fee / account holder | $8,425 | $732+1050.7% | $6,752+24.8% | $626+1244.9% |