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 7-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 | $417,141 | $104,697+298.4% | $96,544+332.1% | $80,160+420.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 25.90% | 21.78%+4.1pp | 25.84%+0.1pp | 40.38%-14.5pp |
| Employer contribution / active EE | $5,519 | $3,536+56.1% | $2,965+86.1% | $2,978+85.3% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |