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 | $140,751 | $136,307+3.3% | $177,821-20.8% | $73,488+91.5% |
| Participation rate | 95.4% | 86.1%+9.3pp | 87.7%+7.6pp | 70.7%+24.7pp |
| Annual return | 14.05% | 18.68%-4.6pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $5,315 | $3,712+43.2% | $5,918-10.2% | $2,270+134.1% |
| Participant deferral / active EE | $10,966 | $5,829+88.1% | $7,714+42.2% | $3,740+193.2% |
| Admin fee / account holder | $11 | $596-98.2% | $12,427-99.9% | $513-97.9% |