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 | $393,192 | $180,749+117.5% | $160,784+144.5% | $137,256+186.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.80% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,635 | $4,155-36.6% | $3,733-29.4% | $4,156-36.6% |
| Participant deferral / active EE | $12,121 | $6,844+77.1% | $6,293+92.6% | $6,407+89.2% |
| Admin fee / account holder | $4 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |