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 | $269,552 | $214,378+25.7% | $200,582+34.4% | $142,382+89.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 11.83% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $10,294 | $6,841+50.5% | $6,419+60.4% | $4,299+139.5% |
| Participant deferral / active EE | $16,629 | $9,865+68.6% | $9,331+78.2% | $6,507+155.5% |
| Admin fee / account holder | $140,311 | $17,692+693.1% | $16,305+760.6% | $12,624+1011.5% |