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 | $252,818 | $101,317+149.5% | $146,958+72.0% | $74,495+239.4% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 16.41% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,878 | $3,810+54.3% | $4,933+19.2% | $2,623+124.1% |
| Participant deferral / active EE | $12,630 | $7,303+72.9% | $8,070+56.5% | $4,346+190.6% |
| Admin fee / account holder | $26,970 | $1,739+1451.0% | $12,998+107.5% | $1,942+1289.0% |