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 3-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 | $246,756 | $91,407+170.0% | $135,903+81.6% | $71,457+245.3% |
| Participation rate | 88.0% | 75.7%+12.3pp | 81.9%+6.1pp | 67.9%+20.1pp |
| Annual return | 472.93% | 29.90%+443.0pp | 68.23%+404.7pp | 28.85%+444.1pp |
| Employer contribution / active EE | $20,495 | $3,703+453.4% | $4,856+322.0% | $2,588+692.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $12,846 | $1,266+914.8% | $10,762+19.4% | $1,587+709.3% |