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 | $273,758 | $159,934+71.2% | $147,005+86.2% | $145,959+87.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.54% | 98.24%-71.7pp | 418.76%-392.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $2,162 | $5,287-59.1% | $4,934-56.2% | $4,661-53.6% |
| Participant deferral / active EE | $8,317 | $8,427-1.3% | $8,070+3.1% | $6,689+24.3% |
| Admin fee / account holder | $2,084 | $15,053-86.2% | $13,006-84.0% | $13,398-84.4% |