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 | $652,000 | $133,958+386.7% | $112,228+481.0% | $134,475+384.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | 373.87% | 47.11%+326.8pp | 27.45%+346.4pp | 417.96%-44.1pp |
| Employer contribution / active EE | $2,760 | $4,038-31.7% | $3,635-24.1% | $4,740-41.8% |
| Participant deferral / active EE | $8,893 | $5,291+68.1% | $4,728+88.1% | $6,400+39.0% |
| Admin fee / account holder | $1,944 | $7,489-74.0% | $6,410-69.7% | $11,426-83.0% |