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 | $767,995 | $175,202+338.3% | $149,673+413.1% | $139,434+450.8% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 16.67% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,169 | $5,474-23.8% | $4,818-13.5% | $4,751-12.2% |
| Participant deferral / active EE | $5,026 | $6,519-22.9% | $5,680-11.5% | $6,710-25.1% |
| Admin fee / account holder | $263,285 | $16,150+1530.2% | $13,210+1893.1% | $11,403+2209.0% |