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 | $380,450 | $85,202+346.5% | $172,739+120.2% | $72,985+421.3% |
| Participation rate | 68.1% | 70.1%-1.9pp | 82.6%-14.5pp | 69.5%-1.4pp |
| Annual return | 26.29% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $10,280 | $3,324+209.2% | $5,143+99.9% | $2,440+321.3% |
| Participant deferral / active EE | $6,384 | $3,260+95.8% | $5,198+22.8% | $3,607+77.0% |
| Admin fee / account holder | $1,381 | $5,884-76.5% | $13,954-90.1% | $5,124-73.0% |