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 5-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 | $92,501 | $168,082-45.0% | $150,045-38.4% | - |
| Participation rate | 91.9% | 71.4%+20.5pp | 82.3%+9.6pp | - |
| Annual return | 50.06% | 24.81%+25.2pp | 62.55%-12.5pp | - |
| Employer contribution / active EE | $9,282 | $3,603+157.6% | $4,693+97.8% | - |
| Participant deferral / active EE | $18,360 | $7,053+160.3% | $7,997+129.6% | - |
| Admin fee / account holder | $7,545 | $7,866-4.1% | $13,435-43.8% | - |