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 9-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 | $809,850 | $165,335+389.8% | $149,696+441.0% | $158,922+409.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 24.65% | 348.15%-323.5pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $5,938 | $5,103+16.4% | $4,644+27.9% | $4,761+24.7% |
| Participant deferral / active EE | $12,044 | $7,181+67.7% | $6,842+76.0% | $5,982+101.3% |
| Admin fee / account holder | $2,634 | $10,807-75.6% | $9,309-71.7% | $11,246-76.6% |