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.
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 | $349,899 | $78,485+345.8% | $106,213+229.4% | $74,495+369.7% |
| Participation rate | 86.7% | 72.8%+13.8pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 13.24% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $7,143 | $2,523+183.1% | $3,171+125.2% | $2,623+172.3% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,232-99.9% | $11,033-100.0% | $1,942-99.9% |