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 | $356,539 | $82,664+331.3% | $125,339+184.5% | $68,494+420.5% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.0pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $19,228 | $3,381+468.7% | $4,814+299.5% | $2,596+640.6% |
| Participant deferral / active EE | $11,405 | $6,110+86.6% | $7,446+53.2% | $4,027+183.2% |
| Admin fee / account holder | $64,270 | $6,275+924.1% | $10,010+542.1% | $5,403+1089.6% |