Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $136,182 | $44,984+202.7% | $85,009+60.2% | $74,546+82.7% |
| Participation rate | 79.2% | 49.4%+29.8pp | 67.5%+11.7pp | 67.2%+12.0pp |
| Annual return | 25.58% | 26.25%-0.7pp | 66.47%-40.9pp | 1366.03%-1340.5pp |
| Employer contribution / active EE | $6,441 | $1,458+341.8% | $2,728+136.1% | $2,624+145.4% |
| Participant deferral / active EE | $10,588 | $2,733+287.4% | $4,522+134.2% | $4,347+143.5% |
| Admin fee / account holder | $6,099 | $2,208+176.2% | $6,153-0.9% | $1,944+213.8% |