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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $131,089 | $51,315+155.5% | $95,745+36.9% | $71,457+83.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.30% | 25.26%-9.0pp | 28.35%-12.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,245-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,137-100.0% | $5,678-100.0% | $1,587-100.0% |