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 4-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,736 | $80,724+390.2% | $103,333+283.0% | $74,495+431.2% |
| Participation rate | 97.5% | 65.7%+31.9pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 17.12% | 27.56%-10.4pp | 24.88%-7.8pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $18,942 | $3,157+500.0% | $3,868+389.7% | $2,623+622.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |