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 | $302,471 | $149,679+102.1% | $117,039+158.4% | $147,584+104.9% |
| Participation rate | 64.3% | 83.5%-19.2pp | 77.2%-12.9pp | 82.8%-18.5pp |
| Annual return | 15.31% | 19.31%-4.0pp | 18.95%-3.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,606 | $4,937+13.6% | $3,785+48.1% | $4,876+15.0% |
| Participant deferral / active EE | $5,464 | $4,912+11.2% | $3,929+39.1% | $5,439+0.5% |
| Admin fee / account holder | $1,378 | $7,856-82.5% | $5,974-76.9% | $10,885-87.3% |