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 | $97,888 | $89,355+9.6% | $141,162-30.7% | $72,985+34.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 21.09% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,959 | $3,114-37.1% | $4,735-58.6% | $2,440-19.7% |
| Participant deferral / active EE | $8,444 | $5,418+55.8% | $6,709+25.9% | $3,607+134.1% |
| Admin fee / account holder | $2,916 | $5,958-51.1% | $10,261-71.6% | $5,124-43.1% |