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 | $125,265 | $42,894+192.0% | $60,874+105.8% | $68,494+82.9% |
| Participation rate | 85.4% | 66.8%+18.6pp | 73.1%+12.3pp | 67.9%+17.5pp |
| Annual return | -11.24% | -13.98%+2.7pp | 16.90%-28.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $11,165 | $1,978+464.4% | $2,701+313.3% | $2,596+330.0% |
| Participant deferral / active EE | $4,429 | $2,867+54.5% | $3,817+16.0% | $4,027+10.0% |
| Admin fee / account holder | $209 | $3,101-93.3% | $3,224-93.5% | $5,403-96.1% |