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 | $112,750-67.8% | $103,464-64.9% | $74,546-51.3% |
| Participation rate | 91.9% | 80.9%+11.0pp | 80.5%+11.4pp | 67.2%+24.7pp |
| Annual return | 31.35% | 23.22%+8.1pp | 23.91%+7.4pp | 1366.03%-1334.7pp |
| Employer contribution / active EE | $4,152 | $4,880-14.9% | $4,677-11.2% | $2,624+58.2% |
| Participant deferral / active EE | $5,360 | $7,289-26.5% | $6,624-19.1% | $4,347+23.3% |
| Admin fee / account holder | $608 | $1,702-64.3% | $9,410-93.5% | $1,944-68.7% |