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 | $455,254 | $165,584+174.9% | $142,942+218.5% | $137,256+231.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 76.8%-1.8pp | 80.0%-5.0pp |
| Annual return | 17.92% | 164.22%-146.3pp | 113.70%-95.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,528 | $4,725-25.3% | $4,139-14.8% | $4,156-15.1% |
| Participant deferral / active EE | $7,553 | $8,194-7.8% | $7,128+6.0% | $6,407+17.9% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |