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 9-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 | $439,789 | $146,267+200.7% | $197,124+123.1% | $82,448+433.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.92% | 29.61%-11.7pp | 44.34%-26.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $13,131 | $4,723+178.0% | $6,227+110.9% | $2,551+414.7% |
| Participant deferral / active EE | $19,682 | $7,035+179.8% | $9,135+115.5% | $4,139+375.5% |
| Admin fee / account holder | $4,504 | $14,422-68.8% | $16,298-72.4% | $7,234-37.7% |