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.
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 | $807,057 | $120,450+570.0% | $159,436+406.2% | $93,030+767.5% |
| Participation rate | 85.0% | 78.0%+7.0pp | 82.8%+2.2pp | 73.9%+11.1pp |
| Annual return | 107.36% | 27.11%+80.3pp | 263.57%-156.2pp | 158.70%-51.3pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $2 | $137-98.7% | $10,799-100.0% | $152-98.9% |