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 7-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 | $337,679 | $72,071+368.5% | $68,368+393.9% | $137,256+146.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,493 | $2,788-10.6% | $2,649-5.9% | $4,156-40.0% |
| Participant deferral / active EE | $9,482 | $4,410+115.0% | $4,123+130.0% | $6,407+48.0% |
| Admin fee / account holder | $201 | $5,336-96.2% | $5,150-96.1% | $12,270-98.4% |