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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,830 | $70,587-40.7% | $124,672-66.4% | $85,850-51.3% |
| Participation rate | 97.1% | 64.4%+32.6pp | 74.6%+22.4pp | 69.3%+27.7pp |
| Annual return | 11.26% | 20688.83%-20677.6pp | 5142.93%-5131.7pp | 318.53%-307.3pp |
| Employer contribution / active EE | $9,872 | $1,913+415.9% | $3,324+197.0% | $2,565+284.8% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $151 | $5,282-97.1% | $7,493-98.0% | $6,260-97.6% |