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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $505,335 | $101,317+398.8% | $146,958+243.9% | $74,495+578.4% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 18.32% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $14,987 | $3,810+293.3% | $4,933+203.8% | $2,623+471.4% |
| Participant deferral / active EE | $12,291 | $7,303+68.3% | $8,070+52.3% | $4,346+182.8% |
| Admin fee / account holder | $11 | $1,739-99.4% | $12,998-99.9% | $1,942-99.4% |