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 | $255,687 | $179,726+42.3% | $156,263+63.6% | $142,382+79.6% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.9%-22.7pp | 80.1%-23.9pp |
| Annual return | 15.93% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,643 | $5,069-67.6% | $4,333-62.1% | $4,299-61.8% |
| Participant deferral / active EE | $5,355 | $6,956-23.0% | $6,158-13.0% | $6,507-17.7% |
| Admin fee / account holder | $25,420 | $17,272+47.2% | $14,255+78.3% | $12,624+101.4% |