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.
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 | $39,665 | $58,208-31.9% | $81,812-51.5% | $80,856-50.9% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 13.45% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,631 | $2,340+12.4% | $2,912-9.7% | $2,755-4.5% |
| Participant deferral / active EE | $3,898 | $3,281+18.8% | $4,319-9.7% | $4,296-9.3% |
| Admin fee / account holder | $7 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |