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.
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 | $352,494 | $95,266+270.0% | $82,389+327.8% | $142,382+147.6% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.5%-51.4pp | 80.1%-61.9pp |
| Annual return | 17.52% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,844 | $2,991-38.3% | $2,517-26.7% | $4,299-57.1% |
| Participant deferral / active EE | $4,140 | $4,809-13.9% | $4,155-0.3% | $6,507-36.4% |
| Admin fee / account holder | $3,513 | $8,563-59.0% | $7,231-51.4% | $12,624-72.2% |