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 | $287,037 | $183,519+56.4% | $155,509+84.6% | $145,922+96.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.89% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $4,186 | $5,313-21.2% | $4,672-10.4% | $4,660-10.2% |
| Participant deferral / active EE | $14,792 | $6,462+128.9% | $5,626+162.9% | $6,688+121.2% |
| Admin fee / account holder | $2,525 | $19,313-86.9% | $15,912-84.1% | $13,397-81.1% |