Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $47,781 | $88,360-45.9% | $145,433-67.1% | $67,986-29.7% |
| Participation rate | 92.7% | 65.5%+27.2pp | 82.1%+10.5pp | 57.2%+35.5pp |
| Annual return | 46.84% | 63.15%-16.3pp | 66.58%-19.7pp | 31.67%+15.2pp |
| Employer contribution / active EE | $4,781 | $3,054+56.6% | $4,554+5.0% | $2,019+136.9% |
| Participant deferral / active EE | $9,088 | $5,932+53.2% | $7,897+15.1% | $3,358+170.6% |
| Admin fee / account holder | $1,846 | $3,313-44.3% | $13,129-85.9% | $3,203-42.4% |