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 | $127,796 | $148,978-14.2% | $200,582-36.3% | $84,808+50.7% |
| Participation rate | 81.6% | 84.2%-2.6pp | 86.9%-5.3pp | 68.3%+13.3pp |
| Annual return | 20.40% | 28.16%-7.8pp | 42.33%-21.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $4,675 | $4,815-2.9% | $6,419-27.2% | $2,631+77.7% |
| Participant deferral / active EE | $7,741 | $7,142+8.4% | $9,331-17.0% | $4,212+83.8% |
| Admin fee / account holder | $6,667 | $13,977-52.3% | $16,305-59.1% | $7,344-9.2% |