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 | $515,178 | $180,749+185.0% | $160,784+220.4% | $137,256+275.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 12.94% | 2234.46%-2221.5pp | 1803.92%-1791.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,420 | $4,155-41.8% | $3,733-35.2% | $4,156-41.8% |
| Participant deferral / active EE | $8,470 | $6,844+23.8% | $6,293+34.6% | $6,407+32.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |