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.
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 | $441,812 | $71,516+517.8% | $98,439+348.8% | $71,457+518.3% |
| Participation rate | 99.3% | 72.7%+26.6pp | 75.2%+24.1pp | 67.9%+31.4pp |
| Annual return | 0.00% | 32.41%-32.4pp | 21.16%-21.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $26,573 | $2,399+1007.8% | $3,048+771.8% | $2,588+926.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |