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 | $331,733 | $93,571+254.5% | $135,903+144.1% | $75,163+341.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 16.54% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $12,932 | $3,537+265.6% | $4,856+166.3% | $2,670+384.4% |
| Participant deferral / active EE | $12,161 | $6,404+89.9% | $7,758+56.8% | $4,125+194.8% |
| Admin fee / account holder | $9,943 | $6,975+42.5% | $10,762-7.6% | $5,651+75.9% |