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 | $859,553 | $202,318+324.9% | $172,739+397.6% | $152,861+462.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 13.93% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $19,834 | $5,856+238.7% | $5,143+285.7% | $4,762+316.5% |
| Participant deferral / active EE | $2,380 | $5,948-60.0% | $5,198-54.2% | $5,850-59.3% |
| Admin fee / account holder | $61,083 | $17,109+257.0% | $13,954+337.7% | $11,596+426.7% |