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 | $139,325 | $46,553+199.3% | $64,056+117.5% | $75,163+85.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.94% | 26.03%-12.1pp | 33.69%-19.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $13,173 | $1,974+567.4% | $2,747+379.6% | $2,670+393.4% |
| Participant deferral / active EE | $6,002 | $2,837+111.6% | $3,880+54.7% | $4,125+45.5% |
| Admin fee / account holder | $176 | $2,952-94.0% | $3,068-94.3% | $5,651-96.9% |