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 | $743,392 | $176,056+322.2% | $159,436+366.3% | $167,490+343.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.44% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $25,333 | $5,297+378.3% | $4,829+424.6% | $4,837+423.7% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $431,995 | $12,554+3341.1% | $10,799+3900.5% | $12,309+3409.6% |