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 | $48,431 | $53,516-9.5% | $126,539-61.7% | $84,808-42.9% |
| Participation rate | 75.3% | 58.2%+17.1pp | 69.8%+5.5pp | 68.3%+7.0pp |
| Annual return | 19.29% | 58.34%-39.0pp | 425.95%-406.7pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,821 | $1,535+149.0% | $3,674+4.0% | $2,631+45.2% |
| Participant deferral / active EE | $1,458 | $2,671-45.4% | $4,083-64.3% | $4,212-65.4% |
| Admin fee / account holder | $5,335 | $4,497+18.6% | $6,065-12.0% | $7,344-27.4% |