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 | $50,522 | $87,013-41.9% | $106,213-52.4% | $80,856-37.5% |
| Participation rate | 97.8% | 70.4%+27.3pp | 75.3%+22.5pp | 67.6%+30.1pp |
| Annual return | 25.52% | 17.05%+8.5pp | 116.14%-90.6pp | 35.59%-10.1pp |
| Employer contribution / active EE | $4,445 | $2,395+85.6% | $3,171+40.1% | $2,755+61.3% |
| Participant deferral / active EE | $16,211 | $3,986+306.7% | $5,016+223.2% | $4,296+277.4% |
| Admin fee / account holder | $3,334 | $8,431-60.5% | $11,033-69.8% | $6,918-51.8% |