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 | $172,478+961.4% | $145,661+1156.8% | $142,382+1185.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 128.39% | 151.09%-22.7pp | 101.46%+26.9pp | 217.08%-88.7pp |
| Employer contribution / active EE | $21,294 | $4,899+334.6% | $4,238+402.5% | $4,299+395.3% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $33,689 | $16,864+99.8% | $12,466+170.2% | $12,624+166.9% |