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 10-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 | $366,286 | $159,934+129.0% | $147,005+149.2% | $145,959+151.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 98.24%-77.5pp | 418.76%-398.0pp | 561.95%-541.2pp |
| Employer contribution / active EE | $19,813 | $5,287+274.7% | $4,934+301.5% | $4,661+325.1% |
| Participant deferral / active EE | $16,325 | $8,427+93.7% | $8,070+102.3% | $6,689+144.1% |
| Admin fee / account holder | $38 | $15,053-99.8% | $13,006-99.7% | $13,398-99.7% |