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.
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 | $165,373 | $128,899+28.3% | $113,168+46.1% | $102,872+60.8% |
| Participation rate | 83.9% | 87.0%-3.1pp | 76.6%+7.4pp | 73.0%+10.9pp |
| Annual return | 0.00% | 15.88%-15.9pp | 24.27%-24.3pp | 19.06%-19.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $2,975-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $80 | $129-38.0% | $12,068-99.3% | $292-72.5% |