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.
See the 10-year trajectory. $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 | $405,890 | $110,699+266.7% | $177,821+128.3% | $90,288+349.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 15.52% | 22.79%-7.3pp | 48.32%-32.8pp | 53.97%-38.4pp |
| Employer contribution / active EE | $22,626 | $4,118+449.4% | $5,918+282.3% | $2,524+796.4% |
| Participant deferral / active EE | $10,676 | $6,731+58.6% | $7,714+38.4% | $4,232+152.3% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |