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 | $364,586 | $117,841+209.4% | $102,423+256.0% | $145,922+149.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 17.77% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,642 | $3,615+56.1% | $3,023+86.6% | $4,660+21.1% |
| Participant deferral / active EE | $14,531 | $5,731+153.6% | $5,053+187.6% | $6,688+117.3% |
| Admin fee / account holder | $3,592 | $13,326-73.0% | $9,451-62.0% | $13,397-73.2% |