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 | $162,888 | $49,280+230.5% | $67,313+142.0% | $64,186+153.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.27% | -1.39%-1.9pp | -4.08%+0.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,919 | $1,668+254.8% | $2,566+130.7% | $2,381+148.6% |
| Participant deferral / active EE | $5,865 | $2,484+136.1% | $3,568+64.4% | $3,470+69.1% |
| Admin fee / account holder | $11,996 | $3,863+210.6% | $4,507+166.2% | $4,888+145.4% |