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 | $259,509 | $162,781+59.4% | $133,956+93.7% | $158,922+63.3% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 50.26% | 41.94%+8.3pp | 45.09%+5.2pp | 302.83%-252.6pp |
| Employer contribution / active EE | $3,412 | $4,975-31.4% | $3,919-12.9% | $4,761-28.3% |
| Participant deferral / active EE | $5,343 | $5,911-9.6% | $5,048+5.8% | $5,982-10.7% |
| Admin fee / account holder | $605 | $11,736-94.8% | $8,927-93.2% | $11,246-94.6% |