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 | $292,025 | $57,281+409.8% | $86,612+237.2% | $75,163+288.5% |
| Participation rate | 65.0% | 63.2%+1.8pp | 71.7%-6.7pp | 67.2%-2.2pp |
| Annual return | 19.84% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,695 | $2,314+16.4% | $3,022-10.8% | $2,670+0.9% |
| Participant deferral / active EE | $5,581 | $3,318+68.2% | $4,438+25.8% | $4,125+35.3% |
| Admin fee / account holder | $1,466 | $4,112-64.3% | $5,614-73.9% | $5,651-74.1% |