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.
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 | $30,727 | $88,890-65.4% | $102,423-70.0% | $77,643-60.4% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 53.62% | 24.98%+28.6pp | 29.32%+24.3pp | 31.24%+22.4pp |
| Employer contribution / active EE | $3,320 | $2,698+23.1% | $3,023+9.8% | $2,726+21.8% |
| Participant deferral / active EE | $7,767 | $5,145+50.9% | $5,053+53.7% | $4,647+67.1% |
| Admin fee / account holder | $2,085 | $235+785.8% | $9,451-77.9% | $430+384.5% |