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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $269,443 | $85,202+216.2% | $172,739+56.0% | $72,985+269.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.80% | 27.32%-11.5pp | 802.84%-787.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $5,145 | $3,324+54.8% | $5,1430% | $2,440+110.9% |
| Participant deferral / active EE | $4,990 | $3,260+53.1% | $5,198-4.0% | $3,607+38.3% |
| Admin fee / account holder | $4,210 | $5,884-28.4% | $13,954-69.8% | $5,124-17.8% |