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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,594 | $99,078+54.0% | $96,544+58.1% | $74,419+105.0% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.6pp |
| Annual return | 24.81% | 22.48%+2.3pp | 25.84%-1.0pp | 34.38%-9.6pp |
| Employer contribution / active EE | $4,899 | $2,570+90.6% | $2,965+65.2% | $2,637+85.7% |
| Participant deferral / active EE | $8,415 | $4,933+70.6% | $4,851+73.5% | $4,528+85.9% |
| Admin fee / account holder | $8 | $225-96.3% | $8,252-99.9% | $348-97.6% |