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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $309,812 | $110,299+180.9% | $102,423+202.5% | $199,593+55.2% |
| Participation rate | 99.9% | 86.3%+13.6pp | 76.5%+23.4pp | 72.0%+27.9pp |
| Annual return | 0.91% | 35.73%-34.8pp | 29.32%-28.4pp | 34.25%-33.3pp |
| Employer contribution / active EE | $6,360 | $3,603+76.5% | $3,023+110.4% | $3,034+109.6% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |