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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,713 | $109,881+202.8% | $150,045+121.7% | $84,808+292.3% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 79.01% | 28.25%+50.8pp | 62.55%+16.5pp | 40.90%+38.1pp |
| Employer contribution / active EE | $27,084 | $3,561+660.5% | $4,693+477.1% | $2,631+929.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,478 | $8,568-12.7% | $13,435-44.3% | $7,344+1.8% |