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 | $383,610 | $111,814+243.1% | $93,654+309.6% | $145,959+162.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.18% | 203.30%-191.1pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,005 | $3,092-2.8% | $2,421+24.1% | $4,661-35.5% |
| Participant deferral / active EE | $8,651 | $4,914+76.0% | $4,413+96.0% | $6,689+29.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |