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 | $804,956 | $148,534+441.9% | $135,903+492.3% | $139,434+477.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.91% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $4,200 | $5,243-19.9% | $4,856-13.5% | $4,751-11.6% |
| Participant deferral / active EE | $13,125 | $8,100+62.0% | $7,758+69.2% | $6,710+95.6% |
| Admin fee / account holder | $1,848 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |