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 | $290,497 | $81,248+257.5% | $155,509+86.8% | $80,856+259.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 19.03% | 33.31%-14.3pp | 64.67%-45.6pp | 35.59%-16.6pp |
| Employer contribution / active EE | $13,158 | $3,100+324.4% | $4,672+181.6% | $2,755+377.6% |
| Participant deferral / active EE | $20,273 | $3,452+487.4% | $5,626+260.3% | $4,296+371.9% |
| Admin fee / account holder | $52,492 | $7,997+556.4% | $15,912+229.9% | $6,918+658.8% |