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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,894 | $80,724-25.8% | $103,333-42.0% | $74,495-19.6% |
| Participation rate | 65.3% | 65.7%-0.4pp | 74.5%-9.2pp | 67.2%-1.9pp |
| Annual return | 23988.61% | 27.56%+23961.1pp | 24.88%+23963.7pp | 1364.94%+22623.7pp |
| Employer contribution / active EE | $1,200 | $3,157-62.0% | $3,868-69.0% | $2,623-54.3% |
| Participant deferral / active EE | $4,587 | $3,860+18.8% | $5,057-9.3% | $4,346+5.6% |
| Admin fee / account holder | $4,096 | $2,368+73.0% | $8,355-51.0% | $1,942+111.0% |