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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $440,525 | $89,355+393.0% | $141,162+212.1% | $72,985+503.6% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 18.43% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $14,865 | $3,114+377.3% | $4,735+213.9% | $2,440+509.3% |
| Participant deferral / active EE | $10,717 | $5,418+97.8% | $6,709+59.7% | $3,607+197.1% |
| Admin fee / account holder | $11,147 | $5,958+87.1% | $10,261+8.6% | $5,124+117.5% |