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 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,756 | $201,272+100.6% | $184,203+119.2% | $145,922+176.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.53% | 29.00%-27.5pp | 28.81%-27.3pp | 561.29%-559.8pp |
| Employer contribution / active EE | $45,915 | $7,022+553.9% | $6,427+614.4% | $4,660+885.4% |
| Participant deferral / active EE | $77,585 | $9,806+691.2% | $9,131+749.7% | $6,688+1060.1% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |