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 | $102,317+146.3% | $146,958+71.5% | $80,856+211.7% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 16.65% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,125 | $3,713+65.0% | $4,933+24.2% | $2,755+122.3% |
| Participant deferral / active EE | $11,825 | $6,644+78.0% | $8,070+46.5% | $4,296+175.3% |
| Admin fee / account holder | $8,744 | $7,941+10.1% | $12,998-32.7% | $6,918+26.4% |