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 | $212,509 | $100,921+110.6% | $82,313+158.2% | $177,276+19.9% |
| Participation rate | 96.2% | 86.9%+9.3pp | 76.9%+19.3pp | 74.8%+21.4pp |
| Annual return | 20.55% | 20.33%+0.2pp | 25.88%-5.3pp | 21.25%-0.7pp |
| Employer contribution / active EE | $3,639 | $3,145+15.7% | $2,428+49.9% | $2,479+46.8% |
| Participant deferral / active EE | $9,505 | $5,192+83.1% | $3,706+156.5% | $3,881+144.9% |
| Admin fee / account holder | $0 | $64-100.0% | $5,608-100.0% | $154-100.0% |