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 | $253,732 | $122,293+107.5% | $156,181+62.5% | $103,975+144.0% |
| Participation rate | 98.9% | 78.8%+20.1pp | 78.8%+20.1pp | 72.5%+26.4pp |
| Annual return | 41.48% | 21.63%+19.9pp | 64.87%-23.4pp | 19.41%+22.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $4,294-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $6,132-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $14,586-100.0% | $332-100.0% |