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.)
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 | $9,093 | $76,407-88.1% | $150,298-94.0% | $82,448-89.0% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 18.82% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,668 | $2,614-36.2% | $4,154-59.8% | $2,551-34.6% |
| Participant deferral / active EE | $2,219 | $3,214-31.0% | $5,453-59.3% | $4,139-46.4% |
| Admin fee / account holder | $871 | $6,352-86.3% | $14,116-93.8% | $7,234-88.0% |