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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,803 | $109,881+236.6% | $150,045+146.5% | $84,808+336.1% |
| Participation rate | 81.9% | 76.1%+5.8pp | 82.3%-0.4pp | 68.3%+13.6pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,636 | $3,561+58.3% | $4,693+20.1% | $2,631+114.2% |
| Participant deferral / active EE | $12,037 | $6,636+81.4% | $7,997+50.5% | $4,212+185.8% |
| Admin fee / account holder | $3,272 | $8,568-61.8% | $13,435-75.6% | $7,344-55.5% |