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 6-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 | $119,130 | $81,446+46.3% | $103,374+15.2% | $80,874+47.3% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 18.19% | 25.57%-7.4pp | 24.89%-6.7pp | 35.62%-17.4pp |
| Employer contribution / active EE | $4,278 | $3,107+37.7% | $3,869+10.6% | $2,756+55.2% |
| Participant deferral / active EE | $9,707 | $3,870+150.8% | $5,058+91.9% | $4,297+125.9% |
| Admin fee / account holder | $8,439 | $6,715+25.7% | $8,394+0.5% | $6,935+21.7% |