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 9-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 | $146,114 | $57,610+153.6% | $154,803-5.6% | $102,872+42.0% |
| Participation rate | 83.7% | 59.5%+24.2pp | 78.1%+5.6pp | 73.0%+10.7pp |
| Annual return | 85.57% | 30.49%+55.1pp | 58.88%+26.7pp | 19.06%+66.5pp |
| Employer contribution / active EE | $5,942 | $1,883+215.5% | $4,305+38.0% | $3,526+68.5% |
| Participant deferral / active EE | $10,804 | $2,914+270.7% | $5,540+95.0% | $5,535+95.2% |
| Admin fee / account holder | $0 | $368-100.0% | $14,329-100.0% | $292-100.0% |