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 4-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.)
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 | $8,897 | $79,184-88.8% | $102,438-91.3% | $74,546-88.1% |
| Participation rate | 73.5% | 74.8%-1.3pp | 76.5%-3.0pp | 67.2%+6.2pp |
| Annual return | 17.60% | 54.95%-37.4pp | 29.37%-11.8pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $1,732 | $2,362-26.7% | $3,024-42.7% | $2,624-34.0% |
| Participant deferral / active EE | $2,373 | $4,414-46.2% | $5,054-53.0% | $4,347-45.4% |
| Admin fee / account holder | $554 | $2,001-72.3% | $9,448-94.1% | $1,944-71.5% |