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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $927,838 | $81,248+1042.0% | $155,509+496.6% | $80,856+1047.5% |
| Participation rate | 96.7% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 13.54% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $44,029 | $3,100+1320.2% | $4,672+842.3% | $2,755+1498.3% |
| Participant deferral / active EE | $23,621 | $3,452+584.4% | $5,626+319.8% | $4,296+449.9% |
| Admin fee / account holder | $117,696 | $7,997+1371.7% | $15,912+639.7% | $6,918+1601.3% |