Filed December 13, 2023
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,532 | $89,588+302.4% | $136,007+165.1% | $77,643+364.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 17.70% | 17.42%+0.3pp | 579.32%-561.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $19,129 | $3,491+448.0% | $4,217+353.7% | $2,726+601.8% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,858-100.0% | $430-100.0% |