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 | $302,457 | $160,055+89.0% | $140,016+116.0% | $135,375+123.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 10.28% | 911.38%-901.1pp | 651.12%-640.8pp | 519.73%-509.5pp |
| Employer contribution / active EE | $13,725 | $6,420+113.8% | $5,606+144.8% | $4,779+187.2% |
| Participant deferral / active EE | $6,180 | $7,642-19.1% | $6,927-10.8% | $5,609+10.2% |
| Admin fee / account holder | $80,043 | $13,328+500.6% | $10,705+647.7% | $10,827+639.3% |