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 | $191,923 | $126,574+51.6% | $106,213+80.7% | $145,922+31.5% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 11.78% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $15,900 | $3,730+326.2% | $3,171+401.4% | $4,660+241.2% |
| Participant deferral / active EE | $14,495 | $5,724+153.2% | $5,016+189.0% | $6,688+116.7% |
| Admin fee / account holder | $258 | $17,304-98.5% | $11,033-97.7% | $13,397-98.1% |