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.
Employer contribution per participant 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 | $163,438 | $122,186+33.8% | $146,958+11.2% | $199,593-18.1% |
| Participation rate | 78.0% | 78.3%-0.3pp | 82.2%-4.2pp | 72.0%+6.0pp |
| Annual return | 20.19% | 30.56%-10.4pp | 418.34%-398.2pp | 34.25%-14.1pp |
| Employer contribution / active EE | $12 | $4,093-99.7% | $4,933-99.8% | $3,034-99.6% |
| Participant deferral / active EE | $17,334 | $8,502+103.9% | $8,070+114.8% | $5,087+240.8% |
| Admin fee / account holder | -$46 | $179-126.0% | $12,998-100.4% | $269-117.3% |