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 | $185,939 | $58,234+219.3% | $81,783+127.4% | $80,874+129.9% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.4%+25.5pp | 67.6%+30.2pp |
| Annual return | 14.06% | 41.70%-27.6pp | 775.05%-761.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,460 | $2,341+90.5% | $2,913+53.1% | $2,756+61.9% |
| Participant deferral / active EE | $10,540 | $3,283+221.1% | $4,320+144.0% | $4,297+145.3% |
| Admin fee / account holder | $1,546 | $4,982-69.0% | $7,380-79.1% | $6,935-77.7% |