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 | $36,280 | $113,016-67.9% | $103,476-64.9% | $74,495-51.3% |
| Participation rate | 91.9% | 80.8%+11.1pp | 80.5%+11.4pp | 67.2%+24.7pp |
| Annual return | 31.35% | 23.24%+8.1pp | 23.90%+7.4pp | 1364.94%-1333.6pp |
| Employer contribution / active EE | $4,152 | $4,881-14.9% | $4,672-11.1% | $2,623+58.3% |
| Participant deferral / active EE | $5,360 | $7,279-26.4% | $6,623-19.1% | $4,346+23.3% |
| Admin fee / account holder | $608 | $1,709-64.4% | $9,413-93.5% | $1,942-68.7% |