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 7-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 | $12,989 | $76,407-83.0% | $150,298-91.4% | $82,448-84.2% |
| Participation rate | 94.2% | 66.4%+27.8pp | 77.8%+16.4pp | 68.1%+26.1pp |
| Annual return | 24.64% | 39.99%-15.4pp | 62.79%-38.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,163 | $2,614-55.5% | $4,154-72.0% | $2,551-54.4% |
| Participant deferral / active EE | $2,628 | $3,214-18.2% | $5,453-51.8% | $4,139-36.5% |
| Admin fee / account holder | $1,017 | $6,352-84.0% | $14,116-92.8% | $7,234-85.9% |