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 | $294,992 | $183,592+60.7% | $155,567+89.6% | $145,959+102.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $8,137 | $5,315+53.1% | $4,674+74.1% | $4,661+74.6% |
| Participant deferral / active EE | $12,084 | $6,464+86.9% | $5,628+114.7% | $6,689+80.7% |
| Admin fee / account holder | $252 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |