Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,126 | $59,402-59.4% | $93,654-74.2% | $74,546-67.6% |
| Participation rate | 79.7% | 59.7%+20.0pp | 68.7%+10.9pp | 67.2%+12.5pp |
| Annual return | 17.05% | 81.86%-64.8pp | 133.34%-116.3pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,054 | $1,265-16.7% | $2,421-56.5% | $2,624-59.9% |
| Participant deferral / active EE | $3,006 | $3,049-1.4% | $4,413-31.9% | $4,347-30.8% |
| Admin fee / account holder | $3,403 | $3,023+12.6% | $8,282-58.9% | $1,944+75.1% |