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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $53,127+29.2% | $86,590-20.7% | $70,131-2.1% |
| Participation rate | 85.5% | 65.3%+20.2pp | 73.5%+12.0pp | 69.5%+16.0pp |
| Annual return | 15.77% | 27.66%-11.9pp | 964.84%-949.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,208 | $2,068+6.8% | $2,839-22.2% | $2,342-5.7% |
| Participant deferral / active EE | $5,738 | $2,696+112.8% | $3,609+59.0% | $3,332+72.2% |
| Admin fee / account holder | $5,544 | $3,585+54.6% | $4,906+13.0% | $4,645+19.3% |