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 | $1,830,663 | $165,584+1005.6% | $142,942+1180.7% | $137,256+1233.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 128.39% | 164.22%-35.8pp | 113.70%+14.7pp | 220.34%-91.9pp |
| Employer contribution / active EE | $21,294 | $4,725+350.6% | $4,139+414.4% | $4,156+412.4% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33,689 | $16,167+108.4% | $12,475+170.1% | $12,270+174.6% |