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 5-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 | $287,231 | $88,982+222.8% | $102,438+180.4% | $77,671+269.8% |
| Participation rate | 99.3% | 80.9%+18.3pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 11.76% | 25.01%-13.3pp | 29.37%-17.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $8,706 | $2,698+222.7% | $3,024+187.9% | $2,726+219.3% |
| Participant deferral / active EE | $12,077 | $5,144+134.8% | $5,054+139.0% | $4,648+159.8% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |