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 7-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 | $344,831 | $165,584+108.3% | $142,942+141.2% | $137,256+151.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 21.69% | 164.22%-142.5pp | 113.70%-92.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $23,680 | $4,725+401.1% | $4,139+472.1% | $4,156+469.8% |
| Participant deferral / active EE | $11,840 | $8,194+44.5% | $7,128+66.1% | $6,407+84.8% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |