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 | $655,963 | $104,664+526.7% | $85,682+665.6% | $167,490+291.6% |
| Participation rate | 41.2% | 76.4%-35.2pp | 69.9%-28.7pp | 82.1%-40.9pp |
| Annual return | 18.08% | 21.45%-3.4pp | 21.49%-3.4pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,439 | $3,337-56.9% | $2,618-45.0% | $4,837-70.3% |
| Participant deferral / active EE | $8,334 | $4,824+72.7% | $3,923+112.5% | $6,341+31.4% |
| Admin fee / account holder | $2,749 | $10,032-72.6% | $6,873-60.0% | $12,309-77.7% |