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 | $304,051 | $154,228+97.1% | $145,433+109.1% | $137,256+121.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,932 | $4,804-18.1% | $4,554-13.7% | $4,156-5.4% |
| Participant deferral / active EE | $8,600 | $8,216+4.7% | $7,897+8.9% | $6,407+34.2% |
| Admin fee / account holder | $3,864 | $14,344-73.1% | $13,129-70.6% | $12,270-68.5% |