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 | $403,393 | $150,440+168.1% | $136,294+196.0% | $147,584+173.3% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 14.10% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,746 | $5,256-47.8% | $4,695-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $6,780 | $6,630+2.3% | $6,247+8.5% | $5,439+24.7% |
| Admin fee / account holder | $1,184 | $10,905-89.1% | $9,243-87.2% | $10,885-89.1% |