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 | $278,656 | $73,867+277.2% | $143,757+93.8% | $68,494+306.8% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $17,519 | $3,184+450.2% | $4,951+253.8% | $2,596+574.8% |
| Participant deferral / active EE | $15,029 | $3,384+344.1% | $5,637+166.6% | $4,027+273.2% |
| Admin fee / account holder | $44,930 | $5,755+680.8% | $14,673+206.2% | $5,403+731.6% |