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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $248,079 | $122,239+102.9% | $184,203+34.7% | $74,495+233.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.14% | 19.95%-8.8pp | 28.81%-17.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $7,623 | $4,537+68.0% | $6,427+18.6% | $2,623+190.6% |
| Participant deferral / active EE | $5,225 | $7,139-26.8% | $9,131-42.8% | $4,346+20.2% |
| Admin fee / account holder | $46 | $1,260-96.4% | $13,901-99.7% | $1,942-97.6% |