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 | $207,367 | $55,453+274.0% | $170,442+21.7% | $62,292+232.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 181.97% | 21.38%+160.6pp | 205.93%-24.0pp | 28.90%+153.1pp |
| Employer contribution / active EE | $7,404 | $2,164+242.2% | $5,433+36.3% | $2,042+262.5% |
| Participant deferral / active EE | $4,604 | $2,303+99.9% | $4,939-6.8% | $3,169+45.3% |
| Admin fee / account holder | $2,515 | $455+452.6% | $13,880-81.9% | $479+424.6% |