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 | $479,190 | $154,228+210.7% | $145,433+229.5% | $137,256+249.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.01% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $25,894 | $4,804+439.0% | $4,554+468.5% | $4,156+523.0% |
| Participant deferral / active EE | $19,157 | $8,216+133.2% | $7,897+142.6% | $6,407+199.0% |
| Admin fee / account holder | $173 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |