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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $683,639 | $159,934+327.4% | $147,005+365.0% | $145,959+368.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.94% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $5,277 | $5,287-0.2% | $4,934+6.9% | $4,661+13.2% |
| Participant deferral / active EE | $26,500 | $8,427+214.5% | $8,070+228.4% | $6,689+296.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |