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 | $176,285 | $92,813+89.9% | $108,745+62.1% | $65,292+170.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 77.7%+22.3pp | 72.4%+27.6pp |
| Annual return | 6.79% | 14.67%-7.9pp | 46.22%-39.4pp | 11.84%-5.0pp |
| Employer contribution / active EE | $3,121 | $3,016+3.5% | $3,323-6.1% | $2,302+35.6% |
| Participant deferral / active EE | $9,720 | $5,191+87.2% | $5,121+89.8% | $3,579+171.6% |
| Admin fee / account holder | $0 | $56-100.0% | $6,144-100.0% | $57-100.0% |