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 5-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 | $633,633 | $65,390+869.0% | $169,368+274.1% | $71,457+786.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 20.22% | 21.31%-1.1pp | 405.60%-385.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $38,751 | $2,079+1764.1% | $4,013+865.7% | $2,588+1397.5% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $80 | $1,324-94.0% | $9,003-99.1% | $1,587-95.0% |