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 | $280,885 | $68,544+309.8% | $115,752+142.7% | $69,631+303.4% |
| Participation rate | 99.4% | 74.0%+25.5pp | 77.8%+21.7pp | 70.7%+28.7pp |
| Annual return | 16.55% | 20.97%-4.4pp | 19.41%-2.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $11,854 | $2,400+393.9% | $3,492+239.5% | $2,032+483.3% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |