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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,678 | $95,803+195.1% | $113,168+149.8% | $84,808+233.3% |
| Participation rate | 95.8% | 72.9%+22.9pp | 76.6%+19.2pp | 68.3%+27.5pp |
| Annual return | 26.32% | 25.00%+1.3pp | 24.27%+2.1pp | 40.90%-14.6pp |
| Employer contribution / active EE | $8,711 | $2,360+269.1% | $2,975+192.8% | $2,631+231.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |