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 | $48,714 | $99,957-51.3% | $149,696-67.5% | $73,488-33.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 25.46% | 53.87%-28.4pp | 276.60%-251.1pp | 28.51%-3.1pp |
| Employer contribution / active EE | $1,959 | $3,191-38.6% | $4,644-57.8% | $2,270-13.7% |
| Participant deferral / active EE | $5,088 | $6,073-16.2% | $6,842-25.6% | $3,740+36.1% |
| Admin fee / account holder | $1,170 | $551+112.5% | $9,309-87.4% | $513+128.0% |