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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,154 | $91,407+78.5% | $135,903+20.1% | $71,457+128.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 81.9%+17.4pp | 67.9%+31.3pp |
| Annual return | 15.39% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $6,292 | $3,703+69.9% | $4,856+29.6% | $2,588+143.2% |
| Participant deferral / active EE | $12,294 | $7,092+73.4% | $7,758+58.5% | $4,289+186.7% |
| Admin fee / account holder | $29 | $1,266-97.7% | $10,762-99.7% | $1,587-98.1% |