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 | $918,774 | $159,602+475.7% | $150,045+512.3% | $142,382+545.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,952 | $4,961-40.5% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $10,025 | $8,310+20.6% | $7,997+25.4% | $6,507+54.1% |
| Admin fee / account holder | $1,255 | $14,846-91.5% | $13,435-90.7% | $12,624-90.1% |