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 | $594,317 | $189,613+213.4% | $167,512+254.8% | $142,382+317.4% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 12.22% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,403 | $4,349+24.2% | $3,882+39.2% | $4,299+25.7% |
| Participant deferral / active EE | $9,302 | $6,981+33.2% | $6,405+45.2% | $6,507+42.9% |
| Admin fee / account holder | $4,041 | $10,528-61.6% | $9,769-58.6% | $12,624-68.0% |