See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,795 | $66,601+353.1% | $92,893+224.9% | $67,579+346.6% |
| Participation rate | 99.2% | 72.5%+26.8pp | 76.0%+23.2pp | 71.3%+28.0pp |
| Annual return | 53.23% | 92.58%-39.3pp | 109.41%-56.2pp | 378.56%-325.3pp |
| Employer contribution / active EE | $25,443 | $2,775+816.7% | $3,653+596.5% | $2,148+1084.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |