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 | $201,272+69.5% | $184,203+85.3% | $145,922+133.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 69.35% | 29.00%+40.4pp | 28.81%+40.5pp | 561.29%-491.9pp |
| Employer contribution / active EE | $4,470 | $7,022-36.3% | $6,427-30.5% | $4,660-4.1% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $13,968 | $16,364-14.6% | $13,901+0.5% | $13,397+4.3% |