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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $754,554 | $102,317+637.5% | $146,958+413.4% | $80,856+833.2% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 14.25% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $805 | $3,713-78.3% | $4,933-83.7% | $2,755-70.8% |
| Participant deferral / active EE | $10,857 | $6,644+63.4% | $8,070+34.5% | $4,296+152.7% |
| Admin fee / account holder | $10,560 | $7,941+33.0% | $12,998-18.8% | $6,918+52.6% |