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.
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 | $105,948 | $58,208+82.0% | $81,812+29.5% | $80,856+31.0% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.3%+22.1pp | 67.6%+26.8pp |
| Annual return | 16.47% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,996 | $2,340+113.5% | $2,912+71.6% | $2,755+81.4% |
| Participant deferral / active EE | $5,298 | $3,281+61.5% | $4,319+22.7% | $4,296+23.3% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |