See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,606 | $87,870+205.7% | $113,168+137.4% | $74,304+261.5% |
| Participation rate | 96.4% | 70.7%+25.7pp | 76.6%+19.9pp | 60.3%+36.1pp |
| Annual return | 30.03% | 26.44%+3.6pp | 24.27%+5.8pp | 29.43%+0.6pp |
| Employer contribution / active EE | $2,831 | $2,277+24.3% | $2,975-4.9% | $2,241+26.3% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |