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 10-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 | $280,131 | $238,490+17.5% | $180,183+55.5% | $142,382+96.7% |
| Participation rate | 37.5% | 82.3%-44.8pp | 77.4%-39.9pp | 80.1%-42.6pp |
| Annual return | 17.77% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,890 | $6,143+28.4% | $5,039+56.6% | $4,299+83.5% |
| Participant deferral / active EE | $8,076 | $7,996+1.0% | $6,822+18.4% | $6,507+24.1% |
| Admin fee / account holder | $7,657 | $28,866-73.5% | $19,975-61.7% | $12,624-39.3% |