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.
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 | $275,913 | $69,848+295.0% | $115,756+138.4% | $66,914+312.3% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | 44.77% | 969.66%-924.9pp | 143.14%-98.4pp | 1.58%+43.2pp |
| Employer contribution / active EE | $8,343 | $2,613+219.3% | $3,793+120.0% | $2,544+227.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |