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 9-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 | $2,232,906 | $190,805+1070.3% | $159,960+1295.9% | $134,475+1560.5% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -18.04% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $28,000 | $4,995+460.5% | $4,226+562.6% | $4,740+490.8% |
| Participant deferral / active EE | $27,000 | $6,923+290.0% | $6,182+336.7% | $6,400+321.9% |
| Admin fee / account holder | $9,947 | $10,471-5.0% | $8,698+14.4% | $11,426-12.9% |