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 | $590,017 | $132,049+346.8% | $200,582+194.2% | $74,304+694.1% |
| Participation rate | 99.1% | 84.1%+15.0pp | 86.9%+12.2pp | 60.3%+38.7pp |
| Annual return | 16.76% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $25,853 | $4,558+467.3% | $6,419+302.8% | $2,241+1053.5% |
| Participant deferral / active EE | $12,516 | $7,213+73.5% | $9,331+34.1% | $3,767+232.2% |
| Admin fee / account holder | $210 | $2,405-91.3% | $16,305-98.7% | $2,969-92.9% |