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 | $311,639 | $183,963+69.4% | $162,163+92.2% | $152,861+103.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 21.57% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,080 | $6,371-51.7% | $5,614-45.1% | $4,762-35.3% |
| Participant deferral / active EE | $7,149 | $8,034-11.0% | $7,298-2.0% | $5,850+22.2% |
| Admin fee / account holder | $59,441 | $13,121+353.0% | $10,843+448.2% | $11,596+412.6% |