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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,244 | $71,192-81.4% | $117,854-88.8% | $62,292-78.7% |
| Participation rate | 75.8% | 74.2%+1.6pp | 79.7%-3.8pp | 69.5%+6.3pp |
| Annual return | 21.99% | 18.66%+3.3pp | 335.08%-313.1pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,075 | $1,934-44.4% | $3,786-71.6% | $2,042-47.4% |
| Participant deferral / active EE | $1,760 | $3,189-44.8% | $4,482-60.7% | $3,169-44.5% |
| Admin fee / account holder | $1,033 | $587+75.9% | $8,020-87.1% | $479+115.5% |