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.
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 | $85,064 | $137,414-38.1% | $189,513-55.1% | $85,850-0.9% |
| Participation rate | 93.7% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 15.18% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,829 | $4,344-34.9% | $6,162-54.1% | $2,565+10.3% |
| Participant deferral / active EE | $3,725 | $6,260-40.5% | $8,221-54.7% | $3,952-5.7% |
| Admin fee / account holder | $6 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |