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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,292 | $214,378+106.8% | $200,582+121.0% | $142,382+211.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 163.84% | 46.41%+117.4pp | 42.33%+121.5pp | 217.08%-53.2pp |
| Employer contribution / active EE | $21,188 | $6,841+209.7% | $6,419+230.1% | $4,299+392.8% |
| Participant deferral / active EE | $17,375 | $9,865+76.1% | $9,331+86.2% | $6,507+167.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |