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 | $261,770 | $101,499+157.9% | $147,005+78.1% | $74,546+251.2% |
| Participation rate | 63.6% | 75.5%-11.9pp | 82.2%-18.5pp | 67.2%-3.6pp |
| Annual return | 20.67% | 8732.34%-8711.7pp | 418.76%-398.1pp | 1366.03%-1345.4pp |
| Employer contribution / active EE | $1,490 | $3,811-60.9% | $4,934-69.8% | $2,624-43.2% |
| Participant deferral / active EE | $9,859 | $7,304+35.0% | $8,070+22.2% | $4,347+126.8% |
| Admin fee / account holder | $3,219 | $1,748+84.2% | $13,006-75.3% | $1,944+65.6% |