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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,749 | $82,202-71.1% | $125,339-81.1% | $64,808-63.4% |
| Participation rate | 92.8% | 77.9%+14.9pp | 82.4%+10.4pp | 71.5%+21.3pp |
| Annual return | 31.32% | 3.48%+27.8pp | 572.05%-540.7pp | 32.82%-1.5pp |
| Employer contribution / active EE | $3,747 | $3,615+3.6% | $4,814-22.2% | $2,506+49.5% |
| Participant deferral / active EE | $10,615 | $7,175+47.9% | $7,446+42.5% | $4,310+146.3% |
| Admin fee / account holder | $10 | $163-94.0% | $10,010-99.9% | $188-94.8% |