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.
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 | $387,760 | $86,929+346.1% | $102,423+278.6% | $80,856+379.6% |
| Participation rate | 96.6% | 72.4%+24.3pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 106.51% | 18.88%+87.6pp | 29.32%+77.2pp | 35.59%+70.9pp |
| Employer contribution / active EE | $18,415 | $2,369+677.2% | $3,023+509.1% | $2,755+568.4% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |