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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,713 | $60,989+547.2% | $60,874+548.4% | $66,914+489.9% |
| Participation rate | 4.8% | 74.5%-69.7pp | 73.1%-68.3pp | 69.8%-65.0pp |
| Annual return | -13.70% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,517 | $2,661+32.2% | $2,701+30.2% | $2,544+38.2% |
| Participant deferral / active EE | $6,762 | $3,615+87.1% | $3,817+77.2% | $4,237+59.6% |
| Admin fee / account holder | $451 | $338+33.3% | $3,224-86.0% | $593-24.0% |