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 | $495,711 | $102,966+381.4% | $90,281+449.1% | $152,861+224.3% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 15.46% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,489 | $3,139-52.6% | $2,854-47.8% | $4,762-68.7% |
| Participant deferral / active EE | $5,761 | $4,281+34.6% | $3,885+48.3% | $5,850-1.5% |
| Admin fee / account holder | $36,058 | $6,171+484.3% | $5,351+573.8% | $11,596+210.9% |