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 | $440,270 | $171,865+156.2% | $149,718+194.1% | $147,584+198.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.69% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $14,742 | $6,275+134.9% | $5,445+170.8% | $4,876+202.3% |
| Participant deferral / active EE | $14,742 | $7,271+102.8% | $6,569+124.4% | $5,439+171.1% |
| Admin fee / account holder | $30 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |