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 | $298,862 | $180,749+65.3% | $160,784+85.9% | $137,256+117.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 18.28% | 2234.46%-2216.2pp | 1803.92%-1785.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,202 | $4,155-71.1% | $3,733-67.8% | $4,156-71.1% |
| Participant deferral / active EE | $3,871 | $6,844-43.4% | $6,293-38.5% | $6,407-39.6% |
| Admin fee / account holder | $41,338 | $10,397+297.6% | $9,717+325.4% | $12,270+236.9% |