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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,281 | $73,397+250.5% | $178,014+44.5% | $74,546+245.1% |
| Participation rate | 50.6% | 66.6%-16.0pp | 77.1%-26.5pp | 67.2%-16.6pp |
| Annual return | 23.25% | 17.49%+5.8pp | 294.80%-271.6pp | 1366.03%-1342.8pp |
| Employer contribution / active EE | $1,877 | $2,217-15.4% | $3,950-52.5% | $2,624-28.5% |
| Participant deferral / active EE | $4,409 | $4,512-2.3% | $6,276-29.8% | $4,347+1.4% |
| Admin fee / account holder | $6,350 | $1,809+251.0% | $10,362-38.7% | $1,944+226.7% |