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 | $257,700 | $148,978+73.0% | $200,582+28.5% | $84,808+203.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.49% | 28.16%-8.7pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,839 | $4,815+42.0% | $6,419+6.5% | $2,631+159.9% |
| Participant deferral / active EE | $11,669 | $7,142+63.4% | $9,331+25.1% | $4,212+177.1% |
| Admin fee / account holder | $16,665 | $13,977+19.2% | $16,305+2.2% | $7,344+126.9% |