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 | $272,062 | $54,350+400.6% | $82,719+228.9% | $68,494+297.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 72.6%+23.7pp | 67.9%+28.4pp |
| Annual return | -17.05% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $15,378 | $2,218+593.3% | $3,009+411.1% | $2,596+492.3% |
| Participant deferral / active EE | $12,394 | $3,246+281.8% | $4,395+182.0% | $4,027+207.8% |
| Admin fee / account holder | $58,955 | $4,395+1241.3% | $5,329+1006.3% | $5,403+991.2% |