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 | $413,694 | $80,138+416.2% | $130,231+217.7% | $71,457+478.9% |
| Participation rate | 99.3% | 71.0%+28.3pp | 76.3%+23.0pp | 67.9%+31.4pp |
| Annual return | 37.76% | 16.81%+21.0pp | 38.77%-1.0pp | 28.85%+8.9pp |
| Employer contribution / active EE | $1,893 | $2,834-33.2% | $4,126-54.1% | $2,588-26.9% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,020-100.0% | $1,587-100.0% |