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 | $119,355 | $60,261+98.1% | $81,783+45.9% | $74,546+60.1% |
| Participation rate | 93.0% | 62.9%+30.1pp | 72.4%+20.7pp | 67.2%+25.8pp |
| Annual return | 50.86% | 16.88%+34.0pp | 775.05%-724.2pp | 1366.03%-1315.2pp |
| Employer contribution / active EE | $7,057 | $2,622+169.2% | $2,913+142.3% | $2,624+168.9% |
| Participant deferral / active EE | $6,946 | $3,388+105.0% | $4,320+60.8% | $4,347+59.8% |
| Admin fee / account holder | $10,522 | $1,482+609.7% | $7,380+42.6% | $1,944+441.4% |