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 | $858,592 | $34,677+2376.0% | $77,024+1014.7% | $64,808+1224.8% |
| Participation rate | 98.6% | 49.8%+48.8pp | 67.9%+30.7pp | 71.5%+27.2pp |
| Annual return | 9.90% | -5.33%+15.2pp | 42.32%-32.4pp | 32.82%-22.9pp |
| Employer contribution / active EE | $31,209 | $1,370+2178.1% | $2,812+1009.8% | $2,506+1145.5% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $179-98.6% | $5,425-100.0% | $188-98.6% |