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 | $456,843 | $154,117+196.4% | $129,995+251.4% | $139,434+227.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 15.93% | 32.48%-16.5pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,022 | $5,289-24.0% | $4,320-6.9% | $4,751-15.3% |
| Participant deferral / active EE | $13,900 | $6,710+107.2% | $5,820+138.8% | $6,710+107.1% |
| Admin fee / account holder | $3,241 | $14,007-76.9% | $10,614-69.5% | $11,403-71.6% |