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 | $252,060 | $209,336+20.4% | $197,124+27.9% | $137,256+83.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.37% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,021 | $6,591-39.0% | $6,227-35.4% | $4,156-3.3% |
| Participant deferral / active EE | $10,694 | $9,614+11.2% | $9,135+17.1% | $6,407+66.9% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |