Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $32,695 | $48,277-32.3% | $67,511-51.6% | $80,874-59.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.21% | 18.27%-5.1pp | 3517.41%-3504.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,983 | $2,021+47.6% | $2,733+9.2% | $2,756+8.3% |
| Participant deferral / active EE | $3,320 | $2,926+13.5% | $4,000-17.0% | $4,297-22.7% |
| Admin fee / account holder | $1,315 | $3,687-64.3% | $3,999-67.1% | $6,935-81.0% |