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 7-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 | $429,441 | $178,174+141.0% | $156,181+175.0% | $137,256+212.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.97% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $11,200 | $4,972+125.3% | $4,294+160.8% | $4,156+169.5% |
| Participant deferral / active EE | $16,800 | $6,888+143.9% | $6,132+174.0% | $6,407+162.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |