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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,876 | $101,317+206.8% | $146,958+111.5% | $74,495+317.3% |
| Participation rate | 88.1% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.9pp |
| Annual return | 17.28% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $4,552 | $3,810+19.5% | $4,933-7.7% | $2,623+73.5% |
| Participant deferral / active EE | $10,411 | $7,303+42.6% | $8,070+29.0% | $4,346+139.6% |
| Admin fee / account holder | $42 | $1,739-97.6% | $12,998-99.7% | $1,942-97.8% |