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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,390 | $88,360+381.4% | $145,433+192.5% | $67,986+525.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 33.48% | 63.15%-29.7pp | 66.58%-33.1pp | 31.67%+1.8pp |
| Employer contribution / active EE | $5,438 | $3,054+78.1% | $4,554+19.4% | $2,019+169.4% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |