Filed February 19, 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 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.
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 | $270,156 | $82,130+228.9% | $453,369-40.4% | $79,386+240.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 68.33% | 345.31%-277.0pp | 64.40%+3.9pp | 116.85%-48.5pp |
| Employer contribution / active EE | $14,860 | $2,659+458.9% | $4,070+265.1% | $2,427+512.1% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,209-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,209-100.0% | $626-100.0% |