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 | $268,849 | $148,978+80.5% | $200,582+34.0% | $84,808+217.0% |
| Participation rate | 69.6% | 84.2%-14.6pp | 86.9%-17.2pp | 68.3%+1.3pp |
| Annual return | 17.33% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,165 | $4,815-13.5% | $6,419-35.1% | $2,631+58.3% |
| Participant deferral / active EE | $9,019 | $7,142+26.3% | $9,331-3.3% | $4,212+114.2% |
| Admin fee / account holder | $7,463 | $13,977-46.6% | $16,305-54.2% | $7,344+1.6% |