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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,835 | $63,299-79.7% | $91,001-85.9% | $62,292-79.4% |
| Participation rate | 94.7% | 73.3%+21.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 69.08% | 20.99%+48.1pp | 4.60%+64.5pp | 28.90%+40.2pp |
| Employer contribution / active EE | $1,780 | $1,807-1.5% | $2,456-27.5% | $2,042-12.8% |
| Participant deferral / active EE | $2,028 | $2,943-31.1% | $3,547-42.8% | $3,169-36.0% |
| Admin fee / account holder | $369 | $468-21.0% | $5,417-93.2% | $479-22.9% |