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 | $319,503 | $71,192+348.8% | $117,854+171.1% | $62,292+412.9% |
| Participation rate | 87.6% | 74.2%+13.4pp | 79.7%+7.9pp | 69.5%+18.1pp |
| Annual return | 15.43% | 18.66%-3.2pp | 335.08%-319.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,752 | $1,934-9.4% | $3,786-53.7% | $2,042-14.2% |
| Participant deferral / active EE | $2,047 | $3,189-35.8% | $4,482-54.3% | $3,169-35.4% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |