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 | $469,767 | $70,002+571.1% | $115,037+308.4% | $52,331+797.7% |
| Participation rate | 94.8% | 72.1%+22.7pp | 81.4%+13.4pp | 68.1%+26.7pp |
| Annual return | 0.07% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $16,319 | $2,715+501.1% | $4,608+254.2% | $1,882+767.3% |
| Participant deferral / active EE | $9,592 | $4,920+95.0% | $6,026+59.2% | $3,022+217.4% |
| Admin fee / account holder | $346 | $566-38.8% | $8,175-95.8% | $592-41.4% |