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 | $68,060 | $76,000-10.4% | $154,107-55.8% | $64,186+6.0% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,169 | $3,351+24.4% | $5,298-21.3% | $2,381+75.1% |
| Participant deferral / active EE | $5,709 | $3,175+79.8% | $5,081+12.4% | $3,470+64.6% |
| Admin fee / account holder | $4,234 | $5,596-24.3% | $13,411-68.4% | $4,888-13.4% |