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 | $401,376 | $95,416+320.7% | $185,823+116.0% | $85,850+367.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.50% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $13,403 | $3,314+304.5% | $5,167+159.4% | $2,565+422.5% |
| Participant deferral / active EE | $5,675 | $3,423+65.8% | $5,568+1.9% | $3,952+43.6% |
| Admin fee / account holder | $9,162 | $7,213+27.0% | $16,237-43.6% | $6,260+46.4% |