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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,306 | $95,274+180.6% | $135,903+96.7% | $74,419+259.2% |
| Participation rate | 96.0% | 78.2%+17.8pp | 81.9%+14.1pp | 70.7%+25.2pp |
| Annual return | -3.81% | 32.77%-36.6pp | 68.23%-72.0pp | 34.38%-38.2pp |
| Employer contribution / active EE | $3,633 | $3,874-6.2% | $4,856-25.2% | $2,637+37.8% |
| Participant deferral / active EE | $11,249 | $7,782+44.6% | $7,758+45.0% | $4,528+148.4% |
| Admin fee / account holder | $13 | $266-95.1% | $10,762-99.9% | $348-96.2% |