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 | $279,903 | $160,882+74.0% | $200,582+39.5% | $102,872+172.1% |
| Participation rate | 99.3% | 91.2%+8.1pp | 86.9%+12.4pp | 73.0%+26.3pp |
| Annual return | 18.71% | 18.15%+0.6pp | 42.33%-23.6pp | 19.06%-0.4pp |
| Employer contribution / active EE | $10,592 | $5,602+89.1% | $6,419+65.0% | $3,526+200.4% |
| Participant deferral / active EE | $17,246 | $9,300+85.4% | $9,331+84.8% | $5,535+211.6% |
| Admin fee / account holder | $2 | $125-98.6% | $16,305-100.0% | $292-99.4% |