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 | $518,887 | $70,532+635.7% | $68,948+652.6% | $137,256+278.0% |
| Participation rate | 75.0% | 81.0%-6.0pp | 79.2%-4.2pp | 80.0%-5.0pp |
| Annual return | 16.33% | 32.56%-16.2pp | 28.39%-12.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $13,011 | $4,355+198.8% | $4,165+212.4% | $4,156+213.1% |
| Participant deferral / active EE | $16,829 | $6,773+148.4% | $6,186+172.0% | $6,407+162.7% |
| Admin fee / account holder | $34 | $7,916-99.6% | $7,539-99.5% | $12,270-99.7% |