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.)
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 | $32,792 | $96,137-65.9% | $136,007-75.9% | $80,874-59.5% |
| Participation rate | 89.7% | 71.2%+18.5pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 22.75% | 28.70%-6.0pp | 579.32%-556.6pp | 35.62%-12.9pp |
| Employer contribution / active EE | $4,382 | $3,350+30.8% | $4,215+4.0% | $2,756+59.0% |
| Participant deferral / active EE | $5,320 | $5,706-6.8% | $7,024-24.3% | $4,297+23.8% |
| Admin fee / account holder | $3,093 | $8,236-62.5% | $6,858-54.9% | $6,935-55.4% |