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 | $179,922 | $77,813+131.2% | $123,544+45.6% | $64,186+180.3% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -7.70% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,806 | $3,014+92.6% | $4,628+25.5% | $2,381+143.9% |
| Participant deferral / active EE | $10,278 | $5,240+96.2% | $6,426+60.0% | $3,470+196.2% |
| Admin fee / account holder | $2,991 | $5,519-45.8% | $9,284-67.8% | $4,888-38.8% |