See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,015,491 | $72,254+1305.4% | $86,677+1071.6% | $64,808+1466.9% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | 56.66% | 392.42%-335.8pp | 35.91%+20.8pp | 32.82%+23.8pp |
| Employer contribution / active EE | $4,807 | $2,393+100.9% | $2,836+69.5% | $2,506+91.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |