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 | $743,459 | $90,503+721.5% | $78,689+844.8% | $273,961+171.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.41% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,600 | $3,176+107.8% | $2,851+131.5% | $4,869+35.6% |
| Participant deferral / active EE | $15,400 | $3,901+294.7% | $3,517+337.9% | $5,287+191.3% |
| Admin fee / account holder | $1,609 | $5,263-69.4% | $4,510-64.3% | $10,132-84.1% |