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 | $192,148 | $52,953+262.9% | $172,739+11.2% | $65,185+194.8% |
| Participation rate | 91.8% | 66.2%+25.6pp | 82.6%+9.1pp | 70.2%+21.6pp |
| Annual return | 152.54% | 30.12%+122.4pp | 802.84%-650.3pp | 29.38%+123.2pp |
| Employer contribution / active EE | $8,826 | $2,190+303.1% | $5,143+71.6% | $2,177+305.5% |
| Participant deferral / active EE | $5,239 | $2,471+112.0% | $5,198+0.8% | $3,514+49.1% |
| Admin fee / account holder | $11,145 | $472+2261.6% | $13,954-20.1% | $847+1215.6% |