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 | $2,400,017 | $177,572+1251.6% | $154,803+1450.4% | $142,382+1585.6% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.1%-69.0pp | 80.1%-71.0pp |
| Annual return | 12.31% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,014 | $4,810-16.6% | $4,305-6.8% | $4,299-6.6% |
| Participant deferral / active EE | $7,204 | $6,272+14.9% | $5,540+30.0% | $6,507+10.7% |
| Admin fee / account holder | $16,240 | $16,786-3.3% | $14,329+13.3% | $12,624+28.6% |