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 10-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 | $266,397 | $97,125+174.3% | $86,233+208.9% | $137,256+94.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 17.21% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,320 | $2,841+16.9% | $2,504+32.6% | $4,156-20.1% |
| Participant deferral / active EE | $13,931 | $5,180+169.0% | $4,559+205.6% | $6,407+117.4% |
| Admin fee / account holder | $29 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |