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 | $1,664,308 | $135,952+1124.2% | $123,892+1243.4% | $273,961+507.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $23,333 | $5,170+351.3% | $4,617+405.4% | $4,869+379.3% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $11,137 | $9,817+13.4% | $8,357+33.3% | $10,132+9.9% |