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 | $308,658 | $189,613+62.8% | $167,512+84.3% | $142,382+116.8% |
| Participation rate | 46.7% | 80.1%-33.5pp | 77.1%-30.4pp | 80.1%-33.5pp |
| Annual return | 10.46% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,085 | $4,349-52.1% | $3,882-46.3% | $4,299-51.5% |
| Participant deferral / active EE | $7,089 | $6,981+1.5% | $6,405+10.7% | $6,507+8.9% |
| Admin fee / account holder | $6,296 | $10,528-40.2% | $9,769-35.5% | $12,624-50.1% |