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 6-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.
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 | $463,056 | $102,553+351.5% | $151,611+205.4% | $66,914+592.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.58% | -10.82%-0.8pp | 3.33%-14.9pp | 1.58%-13.2pp |
| Employer contribution / active EE | $7,150 | $4,180+71.0% | $6,166+16.0% | $2,544+181.0% |
| Participant deferral / active EE | $13,738 | $6,641+106.9% | $8,363+64.3% | $4,237+224.3% |
| Admin fee / account holder | $5 | $630-99.3% | $11,616-100.0% | $593-99.2% |