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 | $525,852 | $154,228+241.0% | $145,433+261.6% | $137,256+283.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,429 | $4,804-7.8% | $4,554-2.8% | $4,156+6.6% |
| Participant deferral / active EE | $17,753 | $8,216+116.1% | $7,897+124.8% | $6,407+177.1% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |