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 | $390,876 | $130,194+200.2% | $169,993+129.9% | $71,457+447.0% |
| Participation rate | 94.4% | 86.1%+8.2pp | 87.0%+7.4pp | 67.9%+26.4pp |
| Annual return | 16.16% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $16,239 | $4,381+270.7% | $6,785+139.3% | $2,588+527.6% |
| Participant deferral / active EE | $19,162 | $6,923+176.8% | $10,408+84.1% | $4,289+346.8% |
| Admin fee / account holder | $15 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |