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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,199 | $76,552+174.6% | $123,892+69.7% | $62,891+234.2% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $15,492 | $2,883+437.5% | $4,617+235.6% | $2,281+579.2% |
| Participant deferral / active EE | $10,734 | $4,840+121.8% | $5,984+79.4% | $3,203+235.1% |
| Admin fee / account holder | $906 | $4,826-81.2% | $8,357-89.2% | $4,296-78.9% |