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 | $644,343 | $91,190+606.6% | $178,490+261.0% | $79,858+706.9% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 25.62% | 24.19%+1.4pp | 151.07%-125.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $24,924 | $3,256+665.5% | $5,011+397.4% | $2,471+908.8% |
| Participant deferral / active EE | $15,817 | $3,236+388.8% | $5,202+204.1% | $3,740+322.9% |
| Admin fee / account holder | $9,595 | $6,751+42.1% | $13,984-31.4% | $5,306+80.8% |