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 | $189,632 | $88,581+114.1% | $74,183+155.6% | $65,292+190.4% |
| Participation rate | 96.7% | 86.2%+10.5pp | 76.6%+20.1pp | 72.4%+24.3pp |
| Annual return | 9.38% | 11.72%-2.3pp | 17.74%-8.4pp | 11.84%-2.5pp |
| Employer contribution / active EE | $3,522 | $3,021+16.6% | $2,370+48.6% | $2,302+53.0% |
| Participant deferral / active EE | $9,448 | $4,898+92.9% | $3,550+166.2% | $3,579+164.0% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |