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 9-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 | $345,191 | $64,707+433.5% | $112,228+207.6% | $68,494+404.0% |
| Participation rate | 99.0% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | 18.93% | -11.40%+30.3pp | 27.45%-8.5pp | -7.84%+26.8pp |
| Employer contribution / active EE | $2,236 | $2,746-18.6% | $3,635-38.5% | $2,596-13.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $850 | $5,232-83.8% | $6,410-86.7% | $5,403-84.3% |