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 9-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.
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 | $81,549 | $42,396+92.4% | $67,313+21.1% | $56,287+44.9% |
| Participation rate | 96.3% | 61.0%+35.3pp | 69.1%+27.2pp | 69.9%+26.4pp |
| Annual return | 0.00% | -36.63%+36.6pp | -4.08%+4.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $5,463 | $1,414+286.5% | $2,566+112.9% | $2,111+158.8% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |