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 | $279,204 | $172,111+62.2% | $150,298+85.8% | $137,256+103.4% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 12.34% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,781 | $4,636-40.0% | $4,154-33.1% | $4,156-33.1% |
| Participant deferral / active EE | $5,214 | $6,166-15.4% | $5,453-4.4% | $6,407-18.6% |
| Admin fee / account holder | $814 | $16,471-95.1% | $14,116-94.2% | $12,270-93.4% |