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 8-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 | $40,618 | $106,749-62.0% | $145,433-72.1% | $82,448-50.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 43.97% | 27.59%+16.4pp | 66.58%-22.6pp | 41.64%+2.3pp |
| Employer contribution / active EE | $5,067 | $3,444+47.1% | $4,554+11.2% | $2,551+98.6% |
| Participant deferral / active EE | $12,367 | $6,519+89.7% | $7,897+56.6% | $4,139+198.8% |
| Admin fee / account holder | $3,800 | $8,390-54.7% | $13,129-71.1% | $7,234-47.5% |