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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,948 | $148,970+125.5% | $136,007+147.0% | $199,593+68.3% |
| Participation rate | 67.8% | 79.4%-11.6pp | 76.5%-8.7pp | 72.0%-4.2pp |
| Annual return | 9.96% | 27.07%-17.1pp | 579.32%-569.4pp | 34.25%-24.3pp |
| Employer contribution / active EE | $2,321 | $3,561-34.8% | $4,217-45.0% | $3,034-23.5% |
| Participant deferral / active EE | $5,439 | $6,140-11.4% | $7,025-22.6% | $5,087+6.9% |
| Admin fee / account holder | $2,637 | $144+1732.8% | $6,858-61.5% | $269+881.1% |