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 | $157,639 | $80,731+95.3% | $103,374+52.5% | $74,546+111.5% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 13.03% | 27.56%-14.5pp | 24.89%-11.9pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,601 | $3,158-17.6% | $3,869-32.8% | $2,624-0.9% |
| Participant deferral / active EE | $10,928 | $3,860+183.1% | $5,058+116.1% | $4,347+151.4% |
| Admin fee / account holder | $19,462 | $2,369+721.7% | $8,394+131.9% | $1,944+901.4% |