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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,841 | $175,036-94.4% | $160,784-93.9% | - |
| Participation rate | 85.9% | 60.2%+25.7pp | 77.0%+8.9pp | - |
| Annual return | 19.88% | 15.04%+4.8pp | 1803.92%-1784.0pp | - |
| Employer contribution / active EE | $1,539 | $1,949-21.0% | $3,733-58.8% | - |
| Participant deferral / active EE | $3,090 | $3,720-16.9% | $6,293-50.9% | - |
| Admin fee / account holder | $1,728 | $23,923-92.8% | $9,717-82.2% | - |