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 | $540,020 | $95,561+465.1% | $77,163+599.8% | $139,434+287.3% |
| Participation rate | 61.1% | 73.9%-12.8pp | 69.6%-8.5pp | 80.3%-19.2pp |
| Annual return | 14.33% | 54.92%-40.6pp | 37.87%-23.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,043 | $3,147-3.3% | $2,535+20.1% | $4,751-35.9% |
| Participant deferral / active EE | $6,397 | $4,624+38.3% | $3,833+66.9% | $6,710-4.7% |
| Admin fee / account holder | $15,077 | $8,295+81.8% | $5,472+175.5% | $11,403+32.2% |