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 | $190,705 | $96,261+98.1% | $76,768+148.4% | $68,904+176.8% |
| Participation rate | 95.6% | 87.0%+8.6pp | 77.0%+18.7pp | 74.1%+21.5pp |
| Annual return | -7.32% | -0.85%-6.5pp | 2.43%-9.8pp | 1.07%-8.4pp |
| Employer contribution / active EE | $4,120 | $3,303+24.7% | $2,485+65.8% | $2,540+62.2% |
| Participant deferral / active EE | $10,477 | $5,537+89.2% | $3,852+172.0% | $4,015+160.9% |
| Admin fee / account holder | $0 | $73-100.0% | $6,675-100.0% | $71-100.0% |