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 | $252,046 | $102,382+146.2% | $147,005+71.5% | $80,874+211.7% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 16.65% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $6,125 | $3,715+64.9% | $4,934+24.1% | $2,756+122.3% |
| Participant deferral / active EE | $11,825 | $6,646+77.9% | $8,070+46.5% | $4,297+175.2% |
| Admin fee / account holder | $8,744 | $7,942+10.1% | $13,006-32.8% | $6,935+26.1% |