Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $996,058 | $210,698+372.7% | $178,014+459.5% | $145,959+582.4% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.57% | 386.27%-365.7pp | 294.80%-274.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $1,715 | $4,567-62.5% | $3,950-56.6% | $4,661-63.2% |
| Participant deferral / active EE | $7,667 | $6,958+10.2% | $6,276+22.2% | $6,689+14.6% |
| Admin fee / account holder | $11,201 | $12,016-6.8% | $10,362+8.1% | $13,398-16.4% |