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 | $510,358 | $89,355+471.2% | $141,162+261.5% | $72,985+599.3% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.6pp |
| Annual return | 26.48% | 111.85%-85.4pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $12,079 | $3,114+287.9% | $4,735+155.1% | $2,440+395.1% |
| Participant deferral / active EE | $9,437 | $5,418+74.2% | $6,709+40.7% | $3,607+161.6% |
| Admin fee / account holder | $4,912 | $5,958-17.6% | $10,261-52.1% | $5,124-4.1% |