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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,732 | $105,931-63.4% | $81,930-52.7% | $158,922-75.6% |
| Participation rate | 95.7% | 75.6%+20.0pp | 72.0%+23.7pp | 82.0%+13.7pp |
| Annual return | -10.91% | 38.17%-49.1pp | 29.49%-40.4pp | 302.83%-313.7pp |
| Employer contribution / active EE | $32,142 | $7,800+312.1% | $4,310+645.7% | $4,761+575.1% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |