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 | $392,963 | $77,899+404.5% | $149,673+162.5% | $75,163+422.8% |
| Participation rate | 94.5% | 65.6%+28.9pp | 78.8%+15.8pp | 67.2%+27.3pp |
| Annual return | 18.85% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $12,248 | $3,137+290.4% | $4,818+154.2% | $2,670+358.8% |
| Participant deferral / active EE | $16,759 | $3,411+391.3% | $5,680+195.1% | $4,125+306.3% |
| Admin fee / account holder | $10,897 | $5,956+83.0% | $13,210-17.5% | $5,651+92.8% |