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 | $525,933 | $90,348+482.1% | $75,972+592.3% | $145,922+260.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 14.36% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $55,610 | $3,311+1579.5% | $2,685+1971.2% | $4,660+1093.4% |
| Participant deferral / active EE | $4,398 | $5,162-14.8% | $4,255+3.3% | $6,688-34.2% |
| Admin fee / account holder | $181,792 | $8,467+2047.1% | $6,467+2711.2% | $13,397+1257.0% |