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 3-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 | $141,112 | $81,248+73.7% | $155,509-9.3% | $80,856+74.5% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.8pp | 67.6%+18.4pp |
| Annual return | 47.31% | 33.31%+14.0pp | 64.67%-17.4pp | 35.59%+11.7pp |
| Employer contribution / active EE | $3,628 | $3,100+17.0% | $4,672-22.3% | $2,755+31.7% |
| Participant deferral / active EE | $4,733 | $3,452+37.1% | $5,626-15.9% | $4,296+10.2% |
| Admin fee / account holder | $3,380 | $7,997-57.7% | $15,912-78.8% | $6,918-51.1% |