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.
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 | $384,720 | $96,484+298.7% | $156,263+146.2% | $74,304+417.8% |
| Participation rate | 99.1% | 67.7%+31.5pp | 78.9%+20.2pp | 60.3%+38.8pp |
| Annual return | 22.16% | 17.73%+4.4pp | 59.47%-37.3pp | 29.43%-7.3pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $9 | $3,728-99.8% | $14,255-99.9% | $2,969-99.7% |