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 | $254,651 | $101,724+150.3% | $164,813+54.5% | $80,856+214.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.20% | 16.72%+4.5pp | 69.93%-48.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $12,190 | $2,953+312.7% | $4,341+180.8% | $2,755+342.5% |
| Participant deferral / active EE | $12,293 | $4,477+174.6% | $6,031+103.8% | $4,296+186.2% |
| Admin fee / account holder | $5,961 | $8,227-27.5% | $12,690-53.0% | $6,918-13.8% |