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 | $55,435 | $91,407-39.4% | $135,903-59.2% | $71,457-22.4% |
| Participation rate | 73.4% | 75.7%-2.3pp | 81.9%-8.5pp | 67.9%+5.5pp |
| Annual return | 20.62% | 29.90%-9.3pp | 68.23%-47.6pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,634 | $3,703-28.9% | $4,856-45.8% | $2,588+1.8% |
| Participant deferral / active EE | $6,781 | $7,092-4.4% | $7,758-12.6% | $4,289+58.1% |
| Admin fee / account holder | $1,261 | $1,266-0.4% | $10,762-88.3% | $1,587-20.5% |