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 | $358,997 | $76,738+367.8% | $56,411+536.4% | $145,922+146.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.80% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $23,000 | $1,380+1566.8% | $1,039+2114.4% | $4,660+393.6% |
| Participant deferral / active EE | $11,500 | $2,623+338.5% | $1,952+489.2% | $6,688+72.0% |
| Admin fee / account holder | $346 | $3,334-89.6% | $2,829-87.8% | $13,397-97.4% |