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 | $425,296 | $214,378+98.4% | $200,582+112.0% | $142,382+198.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 201.72% | 46.41%+155.3pp | 42.33%+159.4pp | 217.08%-15.4pp |
| Employer contribution / active EE | $8,844 | $6,841+29.3% | $6,419+37.8% | $4,299+105.7% |
| Participant deferral / active EE | $3,917 | $9,865-60.3% | $9,331-58.0% | $6,507-39.8% |
| Admin fee / account holder | $16,330 | $17,692-7.7% | $16,305+0.2% | $12,624+29.4% |