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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,250 | $89,355+340.1% | $141,162+178.6% | $72,985+438.8% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 19.54% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $8,936 | $3,114+186.9% | $4,735+88.7% | $2,440+266.2% |
| Participant deferral / active EE | $10,331 | $5,418+90.7% | $6,709+54.0% | $3,607+186.4% |
| Admin fee / account holder | $123 | $5,958-97.9% | $10,261-98.8% | $5,124-97.6% |