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 | $603,368 | $180,749+233.8% | $160,784+275.3% | $137,256+339.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.75% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $6,735 | $4,155+62.1% | $3,733+80.4% | $4,156+62.0% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $30 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |