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 | $35,932 | $80,753-55.5% | $136,294-73.6% | $62,292-42.3% |
| Participation rate | 86.3% | 73.5%+12.7pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 23.79% | 35.83%-12.0pp | 5155.94%-5132.1pp | 28.90%-5.1pp |
| Employer contribution / active EE | $1,209 | $2,884-58.1% | $4,695-74.2% | $2,042-40.8% |
| Participant deferral / active EE | $3,682 | $5,164-28.7% | $6,247-41.1% | $3,169+16.2% |
| Admin fee / account holder | $1,369 | $525+160.6% | $9,243-85.2% | $479+185.7% |