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.
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 | $762,270 | $159,934+376.6% | $147,005+418.5% | $145,959+422.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.93% | 98.24%-72.3pp | 418.76%-392.8pp | 561.95%-536.0pp |
| Employer contribution / active EE | $4,082 | $5,287-22.8% | $4,934-17.3% | $4,661-12.4% |
| Participant deferral / active EE | $17,342 | $8,427+105.8% | $8,070+114.9% | $6,689+159.3% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |