Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $132,591 | $102,382+29.5% | $147,005-9.8% | $80,874+63.9% |
| Participation rate | 93.5% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 14.25% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $5,173 | $3,715+39.3% | $4,934+4.8% | $2,756+87.7% |
| Participant deferral / active EE | $10,446 | $6,646+57.2% | $8,070+29.4% | $4,297+143.1% |
| Admin fee / account holder | $9,338 | $7,942+17.6% | $13,006-28.2% | $6,935+34.7% |