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 | $92,222 | $100,923-8.6% | $150,045-38.5% | $74,304+24.1% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.3%+11.0pp | 60.3%+33.0pp |
| Annual return | 17.90% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,155 | $3,463-37.8% | $4,693-54.1% | $2,241-3.8% |
| Participant deferral / active EE | $7,615 | $6,709+13.5% | $7,997-4.8% | $3,767+102.1% |
| Admin fee / account holder | $22 | $2,767-99.2% | $13,435-99.8% | $2,969-99.3% |