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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $339,568 | $59,623+469.5% | $95,585+255.3% | $85,563+296.9% |
| Participation rate | 100.0% | 57.2%+42.8pp | 72.1%+27.9pp | 66.0%+34.0pp |
| Annual return | 10.18% | 18.22%-8.0pp | 38.56%-28.4pp | 31.51%-21.3pp |
| Employer contribution / active EE | $3,095 | $1,669+85.4% | $2,527+22.5% | $2,654+16.6% |
| Participant deferral / active EE | $0 | $3,357-100.0% | $4,023-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $6,127-100.0% | $834-100.0% |