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 | $573,194 | $80,753+609.8% | $136,294+320.6% | $62,292+820.2% |
| Participation rate | 96.9% | 73.5%+23.3pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 21.59% | 35.83%-14.2pp | 5155.94%-5134.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $15,389 | $2,884+433.7% | $4,695+227.7% | $2,042+653.6% |
| Participant deferral / active EE | $10,339 | $5,164+100.2% | $6,247+65.5% | $3,169+226.2% |
| Admin fee / account holder | -$691 | $525-231.6% | $9,243-107.5% | $479-244.2% |