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 9-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 | $27,142 | $73,787-63.2% | $98,716-72.5% | $82,448-67.1% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.3%+27.6pp | 68.1%+28.8pp |
| Annual return | 31.99% | 18.57%+13.4pp | 31.81%+0.2pp | 41.64%-9.6pp |
| Employer contribution / active EE | $3,861 | $1,511+155.5% | $2,279+69.5% | $2,551+51.4% |
| Participant deferral / active EE | $6,526 | $3,081+111.8% | $4,048+61.2% | $4,139+57.7% |
| Admin fee / account holder | $2,556 | $6,500-60.7% | $8,703-70.6% | $7,234-64.7% |