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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,854 | $189,613+51.8% | $167,512+71.8% | $142,382+102.2% |
| Participation rate | 57.9% | 80.1%-22.2pp | 77.1%-19.2pp | 80.1%-22.2pp |
| Annual return | 13.92% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $9,494 | $4,349+118.3% | $3,882+144.6% | $4,299+120.8% |
| Participant deferral / active EE | $14,450 | $6,981+107.0% | $6,405+125.6% | $6,507+122.1% |
| Admin fee / account holder | $52,241 | $10,528+396.2% | $9,769+434.8% | $12,624+313.8% |