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 | $336,921 | $202,318+66.5% | $172,739+95.0% | $152,861+120.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 67.64% | 1029.65%-962.0pp | 802.84%-735.2pp | 345.32%-277.7pp |
| Employer contribution / active EE | $2,856 | $5,856-51.2% | $5,143-44.5% | $4,762-40.0% |
| Participant deferral / active EE | $3,482 | $5,948-41.5% | $5,198-33.0% | $5,850-40.5% |
| Admin fee / account holder | $129,702 | $17,109+658.1% | $13,954+829.5% | $11,596+1018.5% |