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 | $310,717 | $101,724+205.5% | $164,813+88.5% | $80,856+284.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 18.03% | 16.72%+1.3pp | 69.93%-51.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,471 | $2,953-50.2% | $4,341-66.1% | $2,755-46.6% |
| Participant deferral / active EE | $7,167 | $4,477+60.1% | $6,031+18.8% | $4,296+66.8% |
| Admin fee / account holder | $1,573 | $8,227-80.9% | $12,690-87.6% | $6,918-77.3% |