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 | $391,901 | $201,259+94.7% | $184,200+112.8% | $145,959+168.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.45% | 28.98%-5.5pp | 28.80%-5.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $2,781 | $7,018-60.4% | $6,424-56.7% | $4,661-40.3% |
| Participant deferral / active EE | $12,042 | $9,806+22.8% | $9,132+31.9% | $6,689+80.0% |
| Admin fee / account holder | $159 | $16,372-99.0% | $13,907-98.9% | $13,398-98.8% |