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 | $562,326 | $172,111+226.7% | $150,298+274.1% | $137,256+309.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,485 | $4,636+83.0% | $4,154+104.2% | $4,156+104.1% |
| Participant deferral / active EE | $5,544 | $6,166-10.1% | $5,453+1.7% | $6,407-13.5% |
| Admin fee / account holder | $65 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |