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 | $482,810 | $106,890+351.7% | $84,015+474.7% | $152,861+215.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 20.39% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,428 | $2,734-47.8% | $1,983-28.0% | $4,762-70.0% |
| Participant deferral / active EE | $3,252 | $4,011-18.9% | $3,239+0.4% | $5,850-44.4% |
| Admin fee / account holder | $3,237 | $8,285-60.9% | $6,101-46.9% | $11,596-72.1% |