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 | $349,532 | $201,259+73.7% | $184,200+89.8% | $145,959+139.5% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 14.31% | 28.98%-14.7pp | 28.80%-14.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $28,816 | $7,018+310.6% | $6,424+348.6% | $4,661+518.3% |
| Participant deferral / active EE | $10,701 | $9,806+9.1% | $9,132+17.2% | $6,689+60.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |