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 | $285,188 | $48,576+487.1% | $169,463+68.3% | $56,287+406.7% |
| Participation rate | 98.4% | 65.8%+32.6pp | 77.8%+20.6pp | 69.9%+28.6pp |
| Annual return | -1.63% | -2.51%+0.9pp | 1.83%-3.5pp | -9.96%+8.3pp |
| Employer contribution / active EE | $24,203 | $1,559+1452.4% | $4,159+482.0% | $2,111+1046.5% |
| Participant deferral / active EE | $12,290 | $3,275+275.3% | $5,277+132.9% | $3,350+266.9% |
| Admin fee / account holder | $2 | $435-99.6% | $9,109-100.0% | $521-99.7% |