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 8-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 | $130,705 | $106,749+22.4% | $145,433-10.1% | $82,448+58.5% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 30.99% | 27.59%+3.4pp | 66.58%-35.6pp | 41.64%-10.6pp |
| Employer contribution / active EE | $8,796 | $3,444+155.4% | $4,554+93.1% | $2,551+244.8% |
| Participant deferral / active EE | $20,939 | $6,519+221.2% | $7,897+165.1% | $4,139+405.9% |
| Admin fee / account holder | $3,668 | $8,390-56.3% | $13,129-72.1% | $7,234-49.3% |