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 | $81,947 | $43,133+90.0% | $89,391-8.3% | $73,488+11.5% |
| Participation rate | 81.0% | 55.0%+26.0pp | 68.0%+13.0pp | 70.7%+10.3pp |
| Annual return | 147.74% | 135.66%+12.1pp | 245.62%-97.9pp | 28.51%+119.2pp |
| Employer contribution / active EE | $3,538 | $1,438+146.1% | $2,586+36.8% | $2,270+55.9% |
| Participant deferral / active EE | $7,854 | $2,445+221.3% | $3,890+101.9% | $3,740+110.0% |
| Admin fee / account holder | $13,738 | $444+2995.8% | $4,881+181.4% | $513+2577.6% |