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 | $661,908 | $55,415+1094.4% | $155,509+325.6% | $74,495+788.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $20,663 | $2,267+811.4% | $4,672+342.2% | $2,623+687.8% |
| Participant deferral / active EE | $16,153 | $2,836+469.6% | $5,626+187.1% | $4,346+271.7% |
| Admin fee / account holder | $26,953 | $1,738+1450.5% | $15,912+69.4% | $1,942+1288.1% |