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 | $476,229 | $89,652+431.2% | $141,162+237.4% | $65,185+630.6% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+11.9pp | 70.2%+24.2pp |
| Annual return | 24.64% | 32.79%-8.2pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,344 | $3,065+74.4% | $4,735+12.9% | $2,177+145.5% |
| Participant deferral / active EE | $10,582 | $5,691+85.9% | $6,709+57.7% | $3,514+201.2% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |