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 | $31,163 | $76,407-59.2% | $150,298-79.3% | $82,448-62.2% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 13.93% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $614 | $2,614-76.5% | $4,154-85.2% | $2,551-75.9% |
| Participant deferral / active EE | $3,825 | $3,214+19.0% | $5,453-29.8% | $4,139-7.6% |
| Admin fee / account holder | $4,176 | $6,352-34.3% | $14,116-70.4% | $7,234-42.3% |