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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $709,003 | $68,346+937.4% | $94,646+649.1% | $75,163+843.3% |
| Participation rate | 96.5% | 76.1%+20.4pp | 80.8%+15.6pp | 67.2%+29.3pp |
| Annual return | 0.63% | 616.93%-616.3pp | 156.71%-156.1pp | 160.62%-160.0pp |
| Employer contribution / active EE | $33,771 | $2,701+1150.4% | $3,672+819.7% | $2,670+1164.9% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $24,999 | $5,326+369.4% | $7,231+245.7% | $5,651+342.4% |