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 8-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 | $70,562 | $128,603-45.1% | $197,124-64.2% | $67,986+3.8% |
| Participation rate | 77.7% | 81.7%-4.0pp | 86.7%-9.0pp | 57.2%+20.5pp |
| Annual return | 25.82% | 23.77%+2.0pp | 44.34%-18.5pp | 31.67%-5.8pp |
| Employer contribution / active EE | $3,371 | $4,379-23.0% | $6,227-45.9% | $2,019+67.0% |
| Participant deferral / active EE | $5,998 | $6,840-12.3% | $9,135-34.3% | $3,358+78.6% |
| Admin fee / account holder | $9,647 | $3,035+217.9% | $16,298-40.8% | $3,203+201.2% |