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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $304,373 | $109,881+177.0% | $150,045+102.9% | $84,808+258.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.05% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $6,658 | $3,561+87.0% | $4,693+41.9% | $2,631+153.1% |
| Participant deferral / active EE | $13,104 | $6,636+97.5% | $7,997+63.9% | $4,212+211.1% |
| Admin fee / account holder | $21,376 | $8,568+149.5% | $13,435+59.1% | $7,344+191.1% |