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 | $325,141 | $121,341+168.0% | $189,513+71.6% | $79,386+309.6% |
| Participation rate | 95.4% | 86.1%+9.3pp | 87.8%+7.6pp | 70.7%+24.7pp |
| Annual return | 11.68% | 21.08%-9.4pp | 555.15%-543.5pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,966 | $3,915-24.2% | $6,162-51.9% | $2,427+22.2% |
| Participant deferral / active EE | $11,376 | $6,395+77.9% | $8,221+38.4% | $4,046+181.2% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |