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 | $379,793 | $177,572+113.9% | $154,803+145.3% | $142,382+166.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.93% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,888 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $2,237 | $6,272-64.3% | $5,540-59.6% | $6,507-65.6% |
| Admin fee / account holder | $7,590 | $16,786-54.8% | $14,329-47.0% | $12,624-39.9% |