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 | $267,789 | $64,839+313.0% | $95,585+180.2% | $84,808+215.8% |
| Participation rate | 91.8% | 63.8%+27.9pp | 72.1%+19.7pp | 68.3%+23.4pp |
| Annual return | 24.92% | -670.96%+695.9pp | 38.56%-13.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $12,263 | $1,759+597.3% | $2,527+385.4% | $2,631+366.1% |
| Participant deferral / active EE | $12,263 | $2,965+313.6% | $4,023+204.9% | $4,212+191.2% |
| Admin fee / account holder | $912 | $5,964-84.7% | $6,127-85.1% | $7,344-87.6% |