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 | $42,385 | $47,126-10.1% | $149,673-71.7% | $74,419-43.0% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+26.0pp |
| Annual return | 15.41% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,209 | $1,905-36.5% | $4,818-74.9% | $2,637-54.1% |
| Participant deferral / active EE | $3,574 | $2,728+31.0% | $5,680-37.1% | $4,528-21.1% |
| Admin fee / account holder | $65 | $343-81.0% | $13,210-99.5% | $348-81.2% |