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 | $482,367 | $89,753+437.4% | $107,525+348.6% | $84,808+468.8% |
| Participation rate | 21.2% | 68.1%-46.8pp | 75.1%-53.9pp | 68.3%-47.1pp |
| Annual return | 16.20% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,583 | $3,113+79.3% | $3,754+48.7% | $2,631+112.2% |
| Participant deferral / active EE | $3,040 | $4,056-25.1% | $5,116-40.6% | $4,212-27.8% |
| Admin fee / account holder | $151,501 | $7,222+1997.7% | $8,919+1598.7% | $7,344+1963.0% |