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 | $529,656 | $99,957+429.9% | $149,696+253.8% | $73,488+620.7% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 12.21% | 53.87%-41.7pp | 276.60%-264.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $7,726 | $3,191+142.1% | $4,644+66.4% | $2,270+240.3% |
| Participant deferral / active EE | $14,003 | $6,073+130.6% | $6,842+104.7% | $3,740+274.4% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |