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 | $780,463 | $209,336+272.8% | $197,124+295.9% | $137,256+468.6% |
| Participation rate | 27.3% | 87.3%-60.0pp | 86.7%-59.4pp | 80.0%-52.7pp |
| Annual return | 19.46% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $10,012 | $6,591+51.9% | $6,227+60.8% | $4,156+140.9% |
| Participant deferral / active EE | $12,474 | $9,614+29.7% | $9,135+36.6% | $6,407+94.7% |
| Admin fee / account holder | $424,643 | $17,308+2353.5% | $16,298+2505.5% | $12,270+3360.8% |