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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,915 | $125,758+258.6% | $169,993+165.3% | $75,163+499.9% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 18.33% | 27.20%-8.9pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $16,997 | $4,615+268.3% | $6,785+150.5% | $2,670+536.6% |
| Participant deferral / active EE | $11,824 | $6,837+72.9% | $10,408+13.6% | $4,125+186.6% |
| Admin fee / account holder | $24,600 | $8,173+201.0% | $12,815+92.0% | $5,651+335.3% |