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 | $192,210 | $50,385+281.5% | $75,670+154.0% | $62,292+208.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 36.92% | 19.90%+17.0pp | 27.34%+9.6pp | 28.90%+8.0pp |
| Employer contribution / active EE | $16,887 | $1,537+998.5% | $2,352+618.0% | $2,042+726.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6,314 | $384+1543.5% | $5,800+8.9% | $479+1217.2% |