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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $914,291 | $125,758+627.0% | $169,993+437.8% | $75,163+1116.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -4.86% | 27.20%-32.1pp | 53.37%-58.2pp | 160.62%-165.5pp |
| Employer contribution / active EE | $34,884 | $4,615+655.9% | $6,785+414.1% | $2,670+1206.6% |
| Participant deferral / active EE | $16,228 | $6,837+137.3% | $10,408+55.9% | $4,125+293.4% |
| Admin fee / account holder | $60,571 | $8,173+641.1% | $12,815+372.7% | $5,651+971.9% |