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 10-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 | $157,138 | $156,318+0.5% | $145,433+8.0% | - |
| Participation rate | 79.8% | 68.6%+11.2pp | 82.1%-2.3pp | - |
| Annual return | 21.64% | 26.27%-4.6pp | 66.58%-44.9pp | - |
| Employer contribution / active EE | $7,050 | $3,387+108.1% | $4,554+54.8% | - |
| Participant deferral / active EE | $12,532 | $6,196+102.2% | $7,897+58.7% | - |
| Admin fee / account holder | $8,458 | $8,746-3.3% | $13,129-35.6% | - |