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 | $94,475 | $72,137+31.0% | $142,449-33.7% | $71,457+32.2% |
| Participation rate | 73.5% | 71.7%+1.8pp | 76.8%-3.3pp | 67.9%+5.5pp |
| Annual return | 25.91% | 21.15%+4.8pp | 19.99%+5.9pp | 28.85%-2.9pp |
| Employer contribution / active EE | $4,114 | $3,793+8.5% | $4,847-15.1% | $2,588+59.0% |
| Participant deferral / active EE | $6,774 | $5,280+28.3% | $6,283+7.8% | $4,289+58.0% |
| Admin fee / account holder | $4,340 | $1,433+202.8% | $10,011-56.6% | $1,587+173.4% |