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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $603,547 | $100,923+498.0% | $150,045+302.2% | $74,304+712.3% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.3%+10.7pp | 60.3%+32.7pp |
| Annual return | 15.61% | 51.77%-36.2pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $23,491 | $3,463+578.3% | $4,693+400.5% | $2,241+948.1% |
| Participant deferral / active EE | $11,544 | $6,709+72.1% | $7,997+44.4% | $3,767+206.4% |
| Admin fee / account holder | $756 | $2,767-72.7% | $13,435-94.4% | $2,969-74.5% |