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 | $250,876 | $77,660+223.0% | $109,143+129.9% | $79,386+216.0% |
| Participation rate | 90.4% | 67.8%+22.6pp | 75.9%+14.5pp | 70.7%+19.7pp |
| Annual return | 13.82% | 23.44%-9.6pp | 25.75%-11.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $11,575 | $2,797+313.8% | $3,722+211.0% | $2,427+376.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |