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.
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 | $341,236 | $201,259+69.6% | $184,200+85.3% | $145,959+133.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 69.35% | 28.98%+40.4pp | 28.80%+40.6pp | 561.95%-492.6pp |
| Employer contribution / active EE | $4,470 | $7,018-36.3% | $6,424-30.4% | $4,661-4.1% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $13,968 | $16,372-14.7% | $13,907+0.4% | $13,398+4.3% |