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 | $305,351 | $198,466+53.9% | $170,442+79.2% | $147,584+106.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 23.96% | 257.29%-233.3pp | 205.93%-182.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,733 | $6,184-55.8% | $5,433-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $8,329 | $5,629+48.0% | $4,939+68.6% | $5,439+53.1% |
| Admin fee / account holder | $2,605 | $16,852-84.5% | $13,880-81.2% | $10,885-76.1% |