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 | $102,575 | $72,492+41.5% | $87,100+17.8% | $72,985+40.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.51% | 24.46%+1.1pp | 28.19%-2.7pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,069 | $1,894+62.0% | $2,521+21.7% | $2,440+25.8% |
| Participant deferral / active EE | $4,645 | $3,270+42.1% | $4,049+14.7% | $3,607+28.8% |
| Admin fee / account holder | $12,553 | $5,055+148.3% | $7,497+67.5% | $5,124+145.0% |