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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,173 | $45,863+646.1% | $77,024+344.2% | $68,494+399.6% |
| Participation rate | 98.9% | 55.9%+43.0pp | 67.9%+31.0pp | 67.9%+31.0pp |
| Annual return | 25.92% | 1.72%+24.2pp | 42.32%-16.4pp | -7.84%+33.8pp |
| Employer contribution / active EE | $23,595 | $1,650+1330.3% | $2,812+739.0% | $2,596+808.8% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $12,140 | $3,041+299.2% | $5,425+123.8% | $5,403+124.7% |