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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $336,558 | $84,487+298.4% | $125,339+168.5% | $66,914+403.0% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | -15.84% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $13,339 | $3,553+275.4% | $4,814+177.1% | $2,544+424.3% |
| Participant deferral / active EE | $2,423 | $6,781-64.3% | $7,446-67.5% | $4,237-42.8% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.7% |