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.
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 | $47,140 | $66,098-28.7% | $101,794-53.7% | $74,304-36.6% |
| Participation rate | 81.2% | 53.8%+27.4pp | 69.2%+12.0pp | 60.3%+20.8pp |
| Annual return | 17.51% | 19.59%-2.1pp | 30.53%-13.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $418 | $1,082-61.4% | $2,289-81.7% | $2,241-81.4% |
| Participant deferral / active EE | $2,621 | $2,781-5.8% | $4,084-35.8% | $3,767-30.4% |
| Admin fee / account holder | $1,315 | $4,146-68.3% | $8,777-85.0% | $2,969-55.7% |