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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $369,029 | $74,706+394.0% | $75,696+387.5% | $79,386+364.9% |
| Participation rate | 13.1% | 75.3%-62.3pp | 74.8%-61.8pp | 70.7%-57.6pp |
| Annual return | 23.79% | 18.52%+5.3pp | 104.53%-80.7pp | 116.85%-93.1pp |
| Employer contribution / active EE | $3,217 | $2,590+24.2% | $2,743+17.3% | $2,427+32.5% |
| Participant deferral / active EE | $5,504 | $3,533+55.8% | $3,821+44.0% | $4,046+36.0% |
| Admin fee / account holder | $328 | $374-12.5% | $3,619-90.9% | $626-47.7% |