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 | $273,199 | $201,259+35.7% | $184,200+48.3% | $145,959+87.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.80% | 28.98%+6.8pp | 28.80%+7.0pp | 561.95%-526.1pp |
| Employer contribution / active EE | $9,815 | $7,018+39.9% | $6,424+52.8% | $4,661+110.6% |
| Participant deferral / active EE | $13,475 | $9,806+37.4% | $9,132+47.6% | $6,689+101.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |