Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $187,407 | $76,407+145.3% | $150,298+24.7% | $82,448+127.3% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 13.58% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $7,668 | $2,614+193.3% | $4,154+84.6% | $2,551+200.6% |
| Participant deferral / active EE | $1,594 | $3,214-50.4% | $5,453-70.8% | $4,139-61.5% |
| Admin fee / account holder | $26,094 | $6,352+310.8% | $14,116+84.9% | $7,234+260.7% |