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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,141,470 | $73,102+1461.5% | $123,544+823.9% | $56,287+1928.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.03% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $27,307 | $2,977+817.3% | $4,628+490.1% | $2,111+1193.5% |
| Participant deferral / active EE | $22,274 | $5,423+310.8% | $6,426+246.7% | $3,350+565.0% |
| Admin fee / account holder | $553 | $554-0.1% | $9,284-94.0% | $521+6.2% |