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 | $165,408 | $45,035+267.3% | $62,995+162.6% | $70,131+135.9% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 17.30% | 18.76%-1.5pp | 87.57%-70.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,729 | $2,051+33.0% | $2,759-1.1% | $2,342+16.5% |
| Participant deferral / active EE | $7,341 | $2,465+197.9% | $3,329+120.5% | $3,332+120.4% |
| Admin fee / account holder | $16,665 | $2,834+488.0% | $3,600+362.9% | $4,645+258.7% |