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 | $168,270 | $89,355+88.3% | $141,162+19.2% | $72,985+130.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 23.51% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $6,177 | $3,114+98.3% | $4,735+30.4% | $2,440+153.2% |
| Participant deferral / active EE | $7,959 | $5,418+46.9% | $6,709+18.6% | $3,607+120.6% |
| Admin fee / account holder | $706 | $5,958-88.2% | $10,261-93.1% | $5,124-86.2% |