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 | $1,005,457 | $100,970+895.8% | $96,576+941.1% | $137,256+632.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.25% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $31,524 | $3,809+727.6% | $3,553+787.2% | $4,156+658.5% |
| Participant deferral / active EE | $57,000 | $8,286+587.9% | $7,956+616.4% | $6,407+789.7% |
| Admin fee / account holder | $210 | $11,312-98.1% | $11,381-98.2% | $12,270-98.3% |