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 | $423,798 | $89,355+374.3% | $141,162+200.2% | $72,985+480.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.19% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $19,968 | $3,114+541.1% | $4,735+321.7% | $2,440+718.4% |
| Participant deferral / active EE | $13,947 | $5,418+157.4% | $6,709+107.9% | $3,607+286.6% |
| Admin fee / account holder | $19,257 | $5,958+223.2% | $10,261+87.7% | $5,124+275.8% |