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 | $813,666 | $95,416+752.8% | $185,823+337.9% | $85,850+847.8% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 12.70% | 23.59%-10.9pp | 122.05%-109.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $20,679 | $3,314+524.1% | $5,167+300.2% | $2,565+706.2% |
| Participant deferral / active EE | $12,565 | $3,423+267.0% | $5,568+125.7% | $3,952+218.0% |
| Admin fee / account holder | $80,265 | $7,213+1012.8% | $16,237+394.3% | $6,260+1182.2% |