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 9-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 | $255,107 | $95,416+167.4% | $185,823+37.3% | $85,850+197.2% |
| Participation rate | 56.0% | 68.8%-12.8pp | 81.7%-25.7pp | 69.3%-13.3pp |
| Annual return | 54.10% | 23.59%+30.5pp | 122.05%-67.9pp | 318.53%-264.4pp |
| Employer contribution / active EE | $11,141 | $3,314+236.2% | $5,167+115.6% | $2,565+334.3% |
| Participant deferral / active EE | $7,720 | $3,423+125.5% | $5,568+38.7% | $3,952+95.4% |
| Admin fee / account holder | $3,621 | $7,213-49.8% | $16,237-77.7% | $6,260-42.2% |