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 | $421,688 | $57,281+636.2% | $86,612+386.9% | $75,163+461.0% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.8pp | 67.2%+28.3pp |
| Annual return | 16.38% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $25,384 | $2,314+996.8% | $3,022+739.9% | $2,670+850.8% |
| Participant deferral / active EE | $13,905 | $3,318+319.1% | $4,438+213.3% | $4,125+237.1% |
| Admin fee / account holder | $1,403 | $4,112-65.9% | $5,614-75.0% | $5,651-75.2% |