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.
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 | $260,886 | $119,446+118.4% | $150,045+73.9% | $85,563+204.9% |
| Participation rate | 94.5% | 75.4%+19.1pp | 82.3%+12.2pp | 66.0%+28.5pp |
| Annual return | 18.43% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,531 | $4,078-62.5% | $4,693-67.4% | $2,654-42.3% |
| Participant deferral / active EE | $22,868 | $7,985+186.4% | $7,997+186.0% | $4,375+422.7% |
| Admin fee / account holder | -$0 | $548-100.0% | $13,435-100.0% | $834-100.0% |