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.
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 | $282,148 | $95,266+196.2% | $82,389+242.5% | $142,382+98.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 13.45% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,470 | $2,991-17.4% | $2,517-1.9% | $4,299-42.5% |
| Participant deferral / active EE | $23,167 | $4,809+381.7% | $4,155+457.6% | $6,507+256.0% |
| Admin fee / account holder | $2,118 | $8,563-75.3% | $7,231-70.7% | $12,624-83.2% |