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 | $376,089 | $209,336+79.7% | $197,124+90.8% | $137,256+174.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.69% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,365 | $6,591-64.1% | $6,227-62.0% | $4,156-43.1% |
| Participant deferral / active EE | $16,898 | $9,614+75.8% | $9,135+85.0% | $6,407+163.8% |
| Admin fee / account holder | $173 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |