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 | $240,999 | $103,641+132.5% | $107,525+124.1% | $102,872+134.3% |
| Participation rate | 97.6% | 79.4%+18.2pp | 75.1%+22.5pp | 73.0%+24.6pp |
| Annual return | 7.71% | 13.08%-5.4pp | 181.32%-173.6pp | 19.06%-11.4pp |
| Employer contribution / active EE | $0 | $5,096-100.0% | $3,754-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |