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 | $71,954 | $50,637+42.1% | $86,590-16.9% | $62,292+15.5% |
| Participation rate | 89.3% | 67.9%+21.4pp | 73.5%+15.7pp | 69.5%+19.8pp |
| Annual return | 15.77% | 20.80%-5.0pp | 964.84%-949.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,452 | $2,075+18.1% | $2,839-13.6% | $2,042+20.1% |
| Participant deferral / active EE | $3,449 | $2,611+32.1% | $3,609-4.4% | $3,169+8.8% |
| Admin fee / account holder | $15,937 | $413+3756.1% | $4,906+224.9% | $479+3224.7% |