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 | $226,859 | $49,227+360.8% | $70,449+222.0% | $79,858+184.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.53% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $14,381 | $2,099+585.2% | $2,737+425.5% | $2,471+482.0% |
| Participant deferral / active EE | $1,180 | $2,768-57.4% | $3,709-68.2% | $3,740-68.4% |
| Admin fee / account holder | $14,862 | $2,878+416.4% | $3,845+286.5% | $5,306+180.1% |