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 | $317,792 | $209,411+51.8% | $178,490+78.0% | $158,922+100.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.49% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,377 | $5,706-58.3% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $11,767 | $5,954+97.6% | $5,202+126.2% | $5,982+96.7% |
| Admin fee / account holder | $2,743 | $17,074-83.9% | $13,984-80.4% | $11,246-75.6% |