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 | $148,978+195.2% | $200,582+119.3% | $84,808+418.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.92% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $13,131 | $4,815+172.7% | $6,419+104.6% | $2,631+399.1% |
| Participant deferral / active EE | $19,682 | $7,142+175.6% | $9,331+110.9% | $4,212+367.3% |
| Admin fee / account holder | $4,504 | $13,977-67.8% | $16,305-72.4% | $7,344-38.7% |