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 | $376,759 | $189,613+98.7% | $167,512+124.9% | $142,382+164.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 11.33% | 2024.68%-2013.3pp | 1615.79%-1604.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,718 | $4,349-60.5% | $3,882-55.7% | $4,299-60.0% |
| Participant deferral / active EE | $6,135 | $6,981-12.1% | $6,405-4.2% | $6,507-5.7% |
| Admin fee / account holder | $1,388 | $10,528-86.8% | $9,769-85.8% | $12,624-89.0% |