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 | $315,741 | $58,879+436.3% | $178,490+76.9% | $73,488+329.6% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 17.64% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $19,329 | $2,236+764.4% | $5,011+285.8% | $2,270+751.5% |
| Participant deferral / active EE | $13,551 | $2,567+427.8% | $5,202+160.5% | $3,740+262.4% |
| Admin fee / account holder | $1,572 | $400+292.7% | $13,984-88.8% | $513+206.4% |