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 10-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 | $317,710 | $84,487+276.0% | $125,339+153.5% | $66,914+374.8% |
| Participation rate | 72.6% | 76.4%-3.8pp | 82.4%-9.8pp | 69.8%+2.8pp |
| Annual return | -17.54% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,074 | $3,553+71.0% | $4,814+26.2% | $2,544+138.7% |
| Participant deferral / active EE | $8,673 | $6,781+27.9% | $7,446+16.5% | $4,237+104.7% |
| Admin fee / account holder | $4,905 | $685+616.0% | $10,010-51.0% | $593+726.8% |