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.)
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 | $311,733 | $101,317+207.7% | $146,958+112.1% | $74,495+318.5% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 12.89% | 8730.91%-8718.0pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $9,520 | $3,810+149.9% | $4,933+93.0% | $2,623+263.0% |
| Participant deferral / active EE | $4,809 | $7,303-34.1% | $8,070-40.4% | $4,346+10.7% |
| Admin fee / account holder | $78,058 | $1,739+4389.0% | $12,998+500.5% | $1,942+3920.1% |