Filed March 18, 2025
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 7-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,820,032 | $91,552+2980.3% | $133,956+2005.2% | $79,858+3431.3% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 26.84% | 61.85%-35.0pp | 45.09%-18.3pp | 31.71%-4.9pp |
| Employer contribution / active EE | $15,983 | $2,384+570.6% | $3,919+307.9% | $2,471+546.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |