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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $654,330 | $96,484+578.2% | $156,263+318.7% | $74,304+780.6% |
| Participation rate | 88.4% | 67.7%+20.8pp | 78.9%+9.5pp | 60.3%+28.1pp |
| Annual return | 61.52% | 17.73%+43.8pp | 59.47%+2.1pp | 29.43%+32.1pp |
| Employer contribution / active EE | $9,214 | $2,528+264.4% | $4,333+112.6% | $2,241+311.1% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |