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 | $281,667 | $102,317+175.3% | $146,958+91.7% | $80,856+248.4% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 14.23% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,663 | $3,713+106.4% | $4,933+55.3% | $2,755+178.2% |
| Participant deferral / active EE | $8,874 | $6,644+33.6% | $8,070+10.0% | $4,296+106.6% |
| Admin fee / account holder | $2,964 | $7,941-62.7% | $12,998-77.2% | $6,918-57.2% |