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 | $562,186 | $82,664+580.1% | $125,339+348.5% | $68,494+720.8% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -14.83% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $15,889 | $3,381+369.9% | $4,814+230.1% | $2,596+512.0% |
| Participant deferral / active EE | $11,182 | $6,110+83.0% | $7,446+50.2% | $4,027+177.7% |
| Admin fee / account holder | $57,813 | $6,275+821.3% | $10,010+477.6% | $5,403+970.1% |