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 | $539,826 | $201,259+168.2% | $184,200+193.1% | $145,959+269.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.56% | 28.98%-13.4pp | 28.80%-13.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $8,555 | $7,018+21.9% | $6,424+33.2% | $4,661+83.6% |
| Participant deferral / active EE | $19,594 | $9,806+99.8% | $9,132+114.6% | $6,689+192.9% |
| Admin fee / account holder | $10 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |