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 | $970,620 | $125,758+671.8% | $169,993+471.0% | $75,163+1191.3% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 24.61% | 27.20%-2.6pp | 53.37%-28.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $22,873 | $4,615+395.7% | $6,785+237.1% | $2,670+756.7% |
| Participant deferral / active EE | $27,035 | $6,837+295.4% | $10,408+159.8% | $4,125+555.4% |
| Admin fee / account holder | $28,015 | $8,173+242.8% | $12,815+118.6% | $5,651+395.8% |