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).
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 | $262,928 | $159,391+65.0% | $102,423+156.7% | $99,062+165.4% |
| Participation rate | 95.7% | 88.6%+7.2pp | 76.5%+19.2pp | 71.6%+24.1pp |
| Annual return | 10.81% | 19.03%-8.2pp | 29.32%-18.5pp | 17.66%-6.8pp |
| Employer contribution / active EE | $7,300 | $4,207+73.5% | $3,023+141.5% | $3,262+123.8% |
| Participant deferral / active EE | $15,024 | $7,498+100.4% | $5,053+197.3% | $5,331+181.8% |
| Admin fee / account holder | $0 | $159-100.0% | $9,451-100.0% | $109-100.0% |