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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,737 | $51,045+212.9% | $70,515+126.5% | $71,457+123.5% |
| Participation rate | 98.3% | 59.4%+38.9pp | 68.3%+29.9pp | 67.9%+30.4pp |
| Annual return | 116.19% | 42.63%+73.6pp | 32.77%+83.4pp | 28.85%+87.3pp |
| Employer contribution / active EE | $22,365 | $1,790+1149.3% | $2,973+652.2% | $2,588+764.3% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |