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 | $392,187 | $80,724+385.8% | $103,333+279.5% | $74,495+426.5% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 28.67% | 27.56%+1.1pp | 24.88%+3.8pp | 1364.94%-1336.3pp |
| Employer contribution / active EE | $19,090 | $3,157+504.6% | $3,868+393.5% | $2,623+627.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6 | $2,368-99.8% | $8,355-99.9% | $1,942-99.7% |