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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $544,427 | $209,336+160.1% | $197,124+176.2% | $137,256+296.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.51% | 48.09%-40.6pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $5,546 | $6,591-15.9% | $6,227-10.9% | $4,156+33.4% |
| Participant deferral / active EE | $13,528 | $9,614+40.7% | $9,135+48.1% | $6,407+111.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |