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 | $425,577 | $98,750+331.0% | $149,696+184.3% | $79,858+432.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.95% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $11,313 | $3,216+251.7% | $4,644+143.6% | $2,471+357.9% |
| Participant deferral / active EE | $13,821 | $5,680+143.3% | $6,842+102.0% | $3,740+269.5% |
| Admin fee / account holder | $168 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |