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 | $336,425 | $165,335+103.5% | $149,696+124.7% | $158,922+111.7% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 15.50% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $7,224 | $5,103+41.6% | $4,644+55.5% | $4,761+51.7% |
| Participant deferral / active EE | $8,488 | $7,181+18.2% | $6,842+24.1% | $5,982+41.9% |
| Admin fee / account holder | $700 | $10,807-93.5% | $9,309-92.5% | $11,246-93.8% |