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 | $439,843 | $123,793+255.3% | $177,821+147.4% | $79,858+450.8% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 17.92% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $19,510 | $4,095+376.4% | $5,918+229.7% | $2,471+689.6% |
| Participant deferral / active EE | $15,564 | $5,956+161.3% | $7,714+101.8% | $3,740+316.1% |
| Admin fee / account holder | $1,751 | $7,243-75.8% | $12,427-85.9% | $5,306-67.0% |