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 | $37,045 | $62,409-40.6% | $120,368-69.2% | $74,546-50.3% |
| Participation rate | 93.4% | 56.8%+36.6pp | 71.9%+21.5pp | 67.2%+26.2pp |
| Annual return | 15.19% | 18.62%-3.4pp | 107.26%-92.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,871 | $1,847+55.5% | $3,465-17.1% | $2,624+9.4% |
| Participant deferral / active EE | $4,763 | $2,888+64.9% | $4,991-4.6% | $4,347+9.6% |
| Admin fee / account holder | $6,357 | $2,394+165.6% | $9,429-32.6% | $1,944+227.1% |