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 | $267,236 | $104,317+156.2% | $159,436+67.6% | $86,799+207.9% |
| Participation rate | 75.6% | 77.7%-2.2pp | 82.8%-7.3pp | 72.3%+3.3pp |
| Annual return | 19.97% | 26.32%-6.3pp | 263.57%-243.6pp | 97.91%-77.9pp |
| Employer contribution / active EE | $1,518 | $3,451-56.0% | $4,829-68.6% | $2,405-36.9% |
| Participant deferral / active EE | $17,515 | $6,837+156.2% | $7,352+138.2% | $4,131+324.0% |
| Admin fee / account holder | $2 | $172-98.8% | $10,799-100.0% | $170-98.8% |