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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $357,744 | $100,041+257.6% | $149,718+138.9% | $70,131+410.1% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.1%+5.1pp | 69.5%+22.6pp |
| Annual return | 16.76% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $10,225 | $3,662+179.2% | $5,445+87.8% | $2,342+336.5% |
| Participant deferral / active EE | $1,221 | $4,983-75.5% | $6,569-81.4% | $3,332-63.3% |
| Admin fee / account holder | $608 | $8,286-92.7% | $11,283-94.6% | $4,645-86.9% |