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 | $345,375 | $75,183+359.4% | $123,892+178.8% | $55,167+526.1% |
| Participation rate | 94.2% | 72.8%+21.4pp | 81.4%+12.8pp | 69.0%+25.2pp |
| Annual return | 6.79% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $15,713 | $2,823+456.5% | $4,617+240.3% | $1,963+700.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $137 | $663-79.4% | $8,357-98.4% | $504-72.9% |