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 9-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 | $81,193 | $85,766-5.3% | $136,294-40.4% | $70,131+15.8% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,676 | $2,966-43.5% | $4,695-64.3% | $2,342-28.5% |
| Participant deferral / active EE | $4,758 | $5,051-5.8% | $6,247-23.8% | $3,332+42.8% |
| Admin fee / account holder | $9,261 | $5,420+70.9% | $9,243+0.2% | $4,645+99.4% |