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 | $171,426 | $69,515+146.6% | $86,874+97.3% | $85,850+99.7% |
| Participation rate | 97.8% | 66.3%+31.5pp | 71.6%+26.2pp | 69.3%+28.5pp |
| Annual return | 15.87% | 20.12%-4.3pp | 63.52%-47.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,321 | $1,880+236.2% | $2,495+153.3% | $2,565+146.4% |
| Participant deferral / active EE | $9,019 | $2,919+209.0% | $3,699+143.8% | $3,952+128.2% |
| Admin fee / account holder | $1,623 | $5,972-72.8% | $5,828-72.2% | $6,260-74.1% |