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 | $967,416 | $127,065+661.4% | $113,168+754.9% | $142,382+579.4% |
| Participation rate | 12.5% | 79.2%-66.7pp | 76.6%-64.1pp | 80.1%-67.6pp |
| Annual return | 14.89% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,604 | $3,442+91.9% | $2,975+122.0% | $4,299+53.6% |
| Participant deferral / active EE | $9,283 | $5,716+62.4% | $5,107+81.8% | $6,507+42.7% |
| Admin fee / account holder | $11,132 | $15,736-29.3% | $12,068-7.8% | $12,624-11.8% |