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 | $46,429 | $78,419-40.8% | $133,956-65.3% | $73,409-36.8% |
| Participation rate | 91.0% | 78.6%+12.4pp | 79.8%+11.2pp | 72.2%+18.9pp |
| Annual return | 12.16% | 33.35%-21.2pp | 45.09%-32.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,816 | $2,044-11.1% | $3,919-53.7% | $2,234-18.7% |
| Participant deferral / active EE | $3,182 | $3,925-18.9% | $5,048-37.0% | $3,805-16.4% |
| Admin fee / account holder | $18 | $161-88.8% | $8,927-99.8% | $158-88.6% |