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 | $79,716 | $88,360-9.8% | $145,433-45.2% | $67,986+17.3% |
| Participation rate | 71.5% | 65.5%+6.1pp | 82.1%-10.6pp | 57.2%+14.3pp |
| Annual return | 18.11% | 63.15%-45.0pp | 66.58%-48.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2,720 | $3,054-10.9% | $4,554-40.3% | $2,019+34.7% |
| Participant deferral / active EE | $7,809 | $5,932+31.6% | $7,897-1.1% | $3,358+132.6% |
| Admin fee / account holder | $3,814 | $3,313+15.1% | $13,129-71.0% | $3,203+19.1% |