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 | $606,416 | $189,613+219.8% | $167,512+262.0% | $142,382+325.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.97% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,155 | $4,349-27.5% | $3,882-18.7% | $4,299-26.6% |
| Participant deferral / active EE | $18,057 | $6,981+158.6% | $6,405+181.9% | $6,507+177.5% |
| Admin fee / account holder | $48,134 | $10,528+357.2% | $9,769+392.7% | $12,624+281.3% |