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 | $85,792 | $99,633-13.9% | $183,328-53.2% | $82,448+4.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 28.40% | 17.84%+10.6pp | 29.67%-1.3pp | 41.64%-13.2pp |
| Employer contribution / active EE | $14,308 | $3,256+339.4% | $5,055+183.0% | $2,551+460.9% |
| Participant deferral / active EE | $9,438 | $4,938+91.1% | $6,795+38.9% | $4,139+128.0% |
| Admin fee / account holder | $1,927 | $9,934-80.6% | $21,427-91.0% | $7,234-73.4% |