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 | $881,086 | $209,411+320.7% | $178,490+393.6% | $158,922+454.4% |
| Participation rate | 30.0% | 86.3%-56.3pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 16.10% | 188.75%-172.6pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $7,647 | $5,706+34.0% | $5,011+52.6% | $4,761+60.6% |
| Participant deferral / active EE | $5,705 | $5,954-4.2% | $5,202+9.7% | $5,982-4.6% |
| Admin fee / account holder | $8,786 | $17,074-48.5% | $13,984-37.2% | $11,246-21.9% |