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.
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 | $1,832,983 | $158,398+1057.2% | $126,539+1348.6% | $142,382+1187.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 17.30% | 593.76%-576.5pp | 425.95%-408.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $31,000 | $4,650+566.7% | $3,674+743.8% | $4,299+621.1% |
| Participant deferral / active EE | $15,667 | $4,767+228.7% | $4,083+283.7% | $6,507+140.8% |
| Admin fee / account holder | $15,021 | $6,918+117.1% | $6,065+147.7% | $12,624+19.0% |