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.
See the 10-year trajectory. $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 | $261,342 | $84,487+209.3% | $125,339+108.5% | $66,914+290.6% |
| Participation rate | 89.0% | 76.4%+12.5pp | 82.4%+6.6pp | 69.8%+19.1pp |
| Annual return | -16.91% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,653 | $3,553-25.3% | $4,814-44.9% | $2,544+4.3% |
| Participant deferral / active EE | $8,101 | $6,781+19.5% | $7,446+8.8% | $4,237+91.2% |
| Admin fee / account holder | $93 | $685-86.4% | $10,010-99.1% | $593-84.3% |