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 | $389,222 | $70,002+456.0% | $115,037+238.3% | $52,331+643.8% |
| Participation rate | 84.6% | 72.1%+12.5pp | 81.4%+3.2pp | 68.1%+16.5pp |
| Annual return | -13.33% | 4.04%-17.4pp | 26.14%-39.5pp | 4.54%-17.9pp |
| Employer contribution / active EE | $6,706 | $2,715+147.0% | $4,608+45.5% | $1,882+256.4% |
| Participant deferral / active EE | $7,867 | $4,920+59.9% | $6,026+30.5% | $3,022+160.3% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |