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 | $502,967 | $87,870+472.4% | $113,168+344.4% | $74,304+576.9% |
| Participation rate | 93.1% | 70.7%+22.4pp | 76.6%+16.6pp | 60.3%+32.8pp |
| Annual return | 25.40% | 26.44%-1.0pp | 24.27%+1.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $15,504 | $2,277+580.9% | $2,975+421.1% | $2,241+591.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $75,826 | $3,368+2151.3% | $12,068+528.3% | $2,969+2454.1% |