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 | $4,112,674 | $159,602+2476.8% | $150,045+2641.0% | $142,382+2788.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 31.15% | 70.24%-39.1pp | 62.55%-31.4pp | 217.08%-185.9pp |
| Employer contribution / active EE | $93,000 | $4,961+1774.8% | $4,693+1881.6% | $4,299+2063.2% |
| Participant deferral / active EE | $62,000 | $8,310+646.1% | $7,997+675.3% | $6,507+852.8% |
| Admin fee / account holder | $78,106 | $14,846+426.1% | $13,435+481.4% | $12,624+518.7% |