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 | $168,068 | $89,652+87.5% | $141,162+19.1% | $65,185+157.8% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 23.85% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,984 | $3,065-35.3% | $4,735-58.1% | $2,177-8.9% |
| Participant deferral / active EE | $5,955 | $5,691+4.6% | $6,709-11.2% | $3,514+69.5% |
| Admin fee / account holder | $20,228 | $569+3457.9% | $10,261+97.1% | $847+2287.9% |