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 | $298,924 | $159,901+86.9% | $146,958+103.4% | $145,922+104.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.28% | 98.13%-86.8pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,006 | $5,286-5.3% | $4,933+1.5% | $4,660+7.4% |
| Participant deferral / active EE | $13,576 | $8,428+61.1% | $8,070+68.2% | $6,688+103.0% |
| Admin fee / account holder | $145,960 | $15,044+870.2% | $12,998+1022.9% | $13,397+989.5% |