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 6-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 | $20,459 | $58,879-65.3% | $178,490-88.5% | $73,488-72.2% |
| Participation rate | 92.2% | 66.2%+26.0pp | 81.9%+10.3pp | 70.7%+21.6pp |
| Annual return | 255.30% | 24.86%+230.4pp | 151.07%+104.2pp | 28.51%+226.8pp |
| Employer contribution / active EE | $1,390 | $2,236-37.9% | $5,011-72.3% | $2,270-38.8% |
| Participant deferral / active EE | $5,424 | $2,567+111.3% | $5,202+4.3% | $3,740+45.0% |
| Admin fee / account holder | $1,649 | $400+311.9% | $13,984-88.2% | $513+221.4% |