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 7-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.
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 | $288,128 | $82,978+247.2% | $129,995+121.6% | $71,457+303.2% |
| Participation rate | 99.2% | 74.1%+25.1pp | 78.5%+20.7pp | 67.9%+31.3pp |
| Annual return | 92.24% | 20.60%+71.6pp | -137.18%+229.4pp | 28.85%+63.4pp |
| Employer contribution / active EE | $24,346 | $2,622+828.6% | $4,320+463.6% | $2,588+840.9% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |