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 | $339,095 | $217,402+56.0% | $185,823+82.5% | $167,490+102.5% |
| Participation rate | 64.7% | 86.0%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 83.39% | 148.36%-65.0pp | 122.05%-38.7pp | 478.56%-395.2pp |
| Employer contribution / active EE | $3,043 | $5,873-48.2% | $5,167-41.1% | $4,837-37.1% |
| Participant deferral / active EE | $6,839 | $6,356+7.6% | $5,568+22.8% | $6,341+7.9% |
| Admin fee / account holder | $1,998 | $19,811-89.9% | $16,237-87.7% | $12,309-83.8% |