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 | $535,700 | $183,519+191.9% | $155,509+244.5% | $145,922+267.1% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 16.19% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $9,092 | $5,313+71.1% | $4,672+94.6% | $4,660+95.1% |
| Participant deferral / active EE | $8,458 | $6,462+30.9% | $5,626+50.3% | $6,688+26.5% |
| Admin fee / account holder | $605 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |