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 5-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 | $367,648 | $201,259+82.7% | $184,200+99.6% | $145,959+151.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.3pp |
| Employer contribution / active EE | $19,806 | $7,018+182.2% | $6,424+208.3% | $4,661+325.0% |
| Participant deferral / active EE | $19,414 | $9,806+98.0% | $9,132+112.6% | $6,689+190.3% |
| Admin fee / account holder | $4 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |