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 | $300,331 | $80,717+272.1% | $154,803+94.0% | $84,808+254.1% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.7pp | 68.3%+29.5pp |
| Annual return | 15.24% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $12,900 | $2,761+367.2% | $4,305+199.6% | $2,631+390.3% |
| Participant deferral / active EE | $8,437 | $3,303+155.4% | $5,540+52.3% | $4,212+100.3% |
| Admin fee / account holder | $40,760 | $6,746+504.2% | $14,329+184.5% | $7,344+455.0% |