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 | $255,107 | $124,049+105.7% | $95,952+165.9% | $93,223+173.7% |
| Participation rate | 97.4% | 88.4%+9.1pp | 77.1%+20.4pp | 74.9%+22.5pp |
| Annual return | 12.20% | 22.17%-10.0pp | 91.61%-79.4pp | 19.29%-7.1pp |
| Employer contribution / active EE | $3,629 | $3,478+4.4% | $2,541+42.8% | $2,680+35.4% |
| Participant deferral / active EE | $12,013 | $6,147+95.4% | $4,167+188.3% | $4,563+163.3% |
| Admin fee / account holder | $0 | $73-100.0% | $6,795-100.0% | $79-100.0% |