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 | $321,741 | $93,571+243.8% | $135,903+136.7% | $75,163+328.1% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $17,703 | $3,537+400.6% | $4,856+264.5% | $2,670+563.1% |
| Participant deferral / active EE | $13,603 | $6,404+112.4% | $7,758+75.3% | $4,125+229.8% |
| Admin fee / account holder | $2,020 | $6,975-71.0% | $10,762-81.2% | $5,651-64.3% |