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 | $541,573 | $100,773+437.4% | $88,946+508.9% | $142,382+280.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.86% | 70.18%-53.3pp | 57.82%-41.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,681 | $2,918+26.1% | $2,555+44.1% | $4,299-14.4% |
| Participant deferral / active EE | $6,347 | $5,230+21.4% | $4,581+38.5% | $6,507-2.5% |
| Admin fee / account holder | $192,952 | $9,693+1890.6% | $8,261+2235.7% | $12,624+1428.5% |