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 9-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 | $361,010 | $154,228+134.1% | $145,433+148.2% | $137,256+163.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,592 | $4,804+16.4% | $4,554+22.8% | $4,156+34.6% |
| Participant deferral / active EE | $12,917 | $8,216+57.2% | $7,897+63.6% | $6,407+101.6% |
| Admin fee / account holder | $118 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |