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 | $290,155 | $136,307+112.9% | $177,821+63.2% | $73,488+294.8% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.8pp | 70.7%+24.9pp |
| Annual return | 22.57% | 18.68%+3.9pp | 48.32%-25.8pp | 28.51%-5.9pp |
| Employer contribution / active EE | $2,890 | $3,712-22.1% | $5,918-51.2% | $2,270+27.3% |
| Participant deferral / active EE | $11,082 | $5,829+90.1% | $7,714+43.7% | $3,740+196.3% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |