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 8-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 | $114,118 | $59,186+92.8% | $76,768+48.7% | $56,287+102.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 77.0%-2.0pp | 69.9%+5.1pp |
| Annual return | -3.62% | 6.62%-10.2pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,436 | $1,759-18.3% | $2,485-42.2% | $2,111-32.0% |
| Participant deferral / active EE | $6,267 | $3,255+92.5% | $3,852+62.7% | $3,350+87.1% |
| Admin fee / account holder | $3,777 | $489+672.2% | $6,675-43.4% | $521+625.0% |