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 6-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 | $297,179 | $201,259+47.7% | $184,200+61.3% | $145,959+103.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.85% | 28.98%-17.1pp | 28.80%-17.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $18,659 | $7,018+165.9% | $6,424+190.5% | $4,661+300.3% |
| Participant deferral / active EE | $16,346 | $9,806+66.7% | $9,132+79.0% | $6,689+144.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |