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 | $997,006 | $110,257+804.3% | $96,544+932.7% | $139,434+615.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 26.14% | 26.32%-0.2pp | 25.84%+0.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,262 | $3,620-9.9% | $2,965+10.0% | $4,751-31.3% |
| Participant deferral / active EE | $18,505 | $5,548+233.6% | $4,851+281.5% | $6,710+175.8% |
| Admin fee / account holder | $4,146 | $11,591-64.2% | $8,252-49.8% | $11,403-63.6% |