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 | $363,580 | $98,750+268.2% | $149,696+142.9% | $79,858+355.3% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 14.82% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $19,140 | $3,216+495.1% | $4,644+312.1% | $2,471+674.7% |
| Participant deferral / active EE | $12,254 | $5,680+115.7% | $6,842+79.1% | $3,740+227.6% |
| Admin fee / account holder | $2,611 | $6,053-56.9% | $9,309-71.9% | $5,306-50.8% |