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 | $51,918 | $67,703-23.3% | $127,761-59.4% | $65,185-20.4% |
| Participation rate | 94.4% | 74.5%+19.9pp | 79.0%+15.4pp | 70.2%+24.2pp |
| Annual return | 24.69% | 24.36%+0.3pp | 26.14%-1.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,196 | $3,724-67.9% | $4,574-73.8% | $2,177-45.0% |
| Participant deferral / active EE | $2,890 | $4,787-39.6% | $6,021-52.0% | $3,514-17.8% |
| Admin fee / account holder | $1,032 | $618+66.9% | $9,395-89.0% | $847+21.8% |