Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,840 | $209,336+42.3% | $197,124+51.1% | $137,256+117.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 15.33% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,858 | $6,591-11.1% | $6,227-5.9% | $4,156+40.9% |
| Participant deferral / active EE | $14,058 | $9,614+46.2% | $9,135+53.9% | $6,407+119.4% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |