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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $488,062 | $49,915+877.8% | $154,803+215.3% | $74,304+556.8% |
| Participation rate | 87.3% | 54.0%+33.3pp | 78.1%+9.2pp | 60.3%+26.9pp |
| Annual return | 10.72% | 34.06%-23.3pp | 58.88%-48.2pp | 29.43%-18.7pp |
| Employer contribution / active EE | $15,606 | $1,611+868.6% | $4,305+262.5% | $2,241+596.3% |
| Participant deferral / active EE | $13,356 | $2,255+492.4% | $5,540+141.1% | $3,767+254.5% |
| Admin fee / account holder | $12,751 | $2,189+482.5% | $14,329-11.0% | $2,969+329.5% |