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 10-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 | $127,796 | $146,267-12.6% | $197,124-35.2% | $82,448+55.0% |
| Participation rate | 81.6% | 84.0%-2.4pp | 86.7%-5.1pp | 68.1%+13.5pp |
| Annual return | 20.40% | 29.61%-9.2pp | 44.34%-23.9pp | 41.64%-21.2pp |
| Employer contribution / active EE | $4,675 | $4,723-1.0% | $6,227-24.9% | $2,551+83.3% |
| Participant deferral / active EE | $7,741 | $7,035+10.0% | $9,135-15.3% | $4,139+87.0% |
| Admin fee / account holder | $6,667 | $14,422-53.8% | $16,298-59.1% | $7,234-7.8% |