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 | $158,047 | $91,407+72.9% | $135,903+16.3% | $71,457+121.2% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 12.99% | 29.90%-16.9pp | 68.23%-55.2pp | 28.85%-15.9pp |
| Employer contribution / active EE | $5,507 | $3,703+48.7% | $4,856+13.4% | $2,588+112.8% |
| Participant deferral / active EE | $6,020 | $7,092-15.1% | $7,758-22.4% | $4,289+40.4% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |