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 | $196,818 | $128,169+53.6% | $147,005+33.9% | $106,408+85.0% |
| Participation rate | 97.4% | 67.3%+30.0pp | 82.2%+15.2pp | 69.9%+27.5pp |
| Annual return | 13.73% | 17.88%-4.1pp | 418.76%-405.0pp | 17.37%-3.6pp |
| Employer contribution / active EE | $9,543 | $3,374+182.8% | $4,934+93.4% | $3,361+183.9% |
| Participant deferral / active EE | $10,716 | $7,665+39.8% | $8,070+32.8% | $5,567+92.5% |
| Admin fee / account holder | $0 | $88-100.0% | $13,006-100.0% | $79-100.0% |