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 | $103,843 | $52,380+98.2% | $98,755+5.2% | $85,850+21.0% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 32.57% | 25.82%+6.8pp | 49.91%-17.3pp | 318.53%-286.0pp |
| Employer contribution / active EE | $11,741 | $1,337+777.8% | $2,067+467.9% | $2,565+357.7% |
| Participant deferral / active EE | $2,579 | $2,101+22.8% | $3,035-15.0% | $3,952-34.7% |
| Admin fee / account holder | $2,291 | $3,865-40.7% | $4,076-43.8% | $6,260-63.4% |