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 | $35,626 | $102,317-65.2% | $146,958-75.8% | $80,856-55.9% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 12.35% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,420 | $3,713-7.9% | $4,933-30.7% | $2,755+24.1% |
| Participant deferral / active EE | $4,111 | $6,644-38.1% | $8,070-49.1% | $4,296-4.3% |
| Admin fee / account holder | $704 | $7,941-91.1% | $12,998-94.6% | $6,918-89.8% |