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 | $233,554 | $93,571+149.6% | $135,903+71.9% | $75,163+210.7% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 15.36% | 30.90%-15.5pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $10,808 | $3,537+205.6% | $4,856+122.6% | $2,670+304.8% |
| Participant deferral / active EE | $8,450 | $6,404+31.9% | $7,758+8.9% | $4,125+104.8% |
| Admin fee / account holder | $207 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |