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 | $101,688 | $108,825-6.6% | $156,181-34.9% | $82,448+23.3% |
| Participation rate | 94.4% | 72.4%+22.0pp | 78.8%+15.6pp | 68.1%+26.3pp |
| Annual return | 21.99% | 20.59%+1.4pp | 64.87%-42.9pp | 41.64%-19.6pp |
| Employer contribution / active EE | $5,183 | $2,870+80.6% | $4,294+20.7% | $2,551+103.2% |
| Participant deferral / active EE | $12,748 | $4,577+178.5% | $6,132+107.9% | $4,139+208.0% |
| Admin fee / account holder | $3,412 | $9,341-63.5% | $14,586-76.6% | $7,234-52.8% |