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 | $627,784 | $183,592+241.9% | $155,567+303.5% | $145,959+330.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.40% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.6pp |
| Employer contribution / active EE | $27,417 | $5,315+415.9% | $4,674+486.6% | $4,661+488.2% |
| Participant deferral / active EE | $23,926 | $6,464+270.1% | $5,628+325.1% | $6,689+257.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |