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 | $97,725 | $93,182+4.9% | $146,665-33.4% | $79,386+23.1% |
| Participation rate | 92.9% | 76.4%+16.5pp | 80.1%+12.9pp | 70.7%+22.2pp |
| Annual return | 10.36% | 21.61%-11.3pp | 22.74%-12.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,999 | $2,420-17.4% | $4,136-51.7% | $2,427-17.7% |
| Participant deferral / active EE | $2,900 | $4,169-30.4% | $5,506-47.3% | $4,046-28.3% |
| Admin fee / account holder | $123 | $585-78.9% | $10,280-98.8% | $626-80.3% |