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 10-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 | $36,905 | $79,634-53.7% | $96,707-61.8% | $79,634-53.7% |
| Participation rate | 97.4% | 62.5%+34.9pp | 80.4%+17.0pp | 62.5%+34.9pp |
| Annual return | 34.05% | 36.46%-2.4pp | 34.78%-0.7pp | 36.46%-2.4pp |
| Employer contribution / active EE | $3,747 | $2,529+48.1% | $4,191-10.6% | $2,529+48.1% |
| Participant deferral / active EE | $3,684 | $3,835-3.9% | $5,997-38.6% | $3,835-3.9% |
| Admin fee / account holder | $802 | $1,002-19.9% | $7,503-89.3% | $1,002-19.9% |