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 | $42,346 | $54,705-22.6% | $71,209-40.5% | $84,808-50.1% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 10.79% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,939 | $2,158+36.2% | $2,721+8.0% | $2,631+11.7% |
| Participant deferral / active EE | $4,086 | $3,030+34.8% | $4,175-2.1% | $4,212-3.0% |
| Admin fee / account holder | $61 | $4,863-98.7% | $5,349-98.9% | $7,344-99.2% |