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 | $40,204 | $69,010-41.7% | $159,960-74.9% | $68,494-41.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.54% | -9.65%-5.9pp | 408.60%-424.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,239 | $2,213+91.5% | $4,226+0.3% | $2,596+63.3% |
| Participant deferral / active EE | $8,599 | $4,212+104.2% | $6,182+39.1% | $4,027+113.5% |
| Admin fee / account holder | $5,416 | $4,798+12.9% | $8,698-37.7% | $5,403+0.2% |