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 | $264,398 | $165,335+59.9% | $149,696+76.6% | $158,922+66.4% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 21.19% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,524 | $5,103-50.5% | $4,644-45.6% | $4,761-47.0% |
| Participant deferral / active EE | $7,758 | $7,181+8.0% | $6,842+13.4% | $5,982+29.7% |
| Admin fee / account holder | $17,480 | $10,807+61.8% | $9,309+87.8% | $11,246+55.4% |