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.
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 | $452,220 | $70,002+546.0% | $115,037+293.1% | $52,331+764.2% |
| Participation rate | 91.5% | 72.1%+19.4pp | 81.4%+10.2pp | 68.1%+23.4pp |
| Annual return | 1.71% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $12,651 | $2,715+366.0% | $4,608+174.5% | $1,882+572.3% |
| Participant deferral / active EE | $9,589 | $4,920+94.9% | $6,026+59.1% | $3,022+217.3% |
| Admin fee / account holder | -$344 | $566-160.8% | $8,175-104.2% | $592-158.2% |