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 4-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 | $140,491 | $96,305+45.9% | $80,569+74.4% | $139,434+0.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.73% | 1350.08%-1331.4pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $11,471 | $3,262+251.7% | $2,723+321.2% | $4,751+141.5% |
| Participant deferral / active EE | $46,684 | $5,232+792.3% | $4,447+949.7% | $6,710+595.7% |
| Admin fee / account holder | $7 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |