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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,885 | $101,317-48.8% | $146,958-64.7% | $74,495-30.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 39.45% | 8730.91%-8691.5pp | 418.34%-378.9pp | 1364.94%-1325.5pp |
| Employer contribution / active EE | $1,215 | $3,810-68.1% | $4,933-75.4% | $2,623-53.7% |
| Participant deferral / active EE | $14,802 | $7,303+102.7% | $8,070+83.4% | $4,346+240.6% |
| Admin fee / account holder | $1,840 | $1,739+5.8% | $12,998-85.8% | $1,942-5.2% |