Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $783,024 | $183,592+326.5% | $155,567+403.3% | $145,959+436.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.52% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,392 | $5,315-73.8% | $4,674-70.2% | $4,661-70.1% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $5,495 | $19,318-71.6% | $15,916-65.5% | $13,398-59.0% |