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 3-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 | $382,648 | $210,343+81.9% | $153,432+149.4% | $145,959+162.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.61% | 13.38%+17.2pp | 15.66%+15.0pp | 561.95%-531.3pp |
| Employer contribution / active EE | $4,100 | $6,047-32.2% | $5,038-18.6% | $4,661-12.0% |
| Participant deferral / active EE | $15,964 | $7,977+100.1% | $6,757+136.2% | $6,689+138.7% |
| Admin fee / account holder | $50 | $19,424-99.7% | $12,725-99.6% | $13,398-99.6% |