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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,599 | $177,572+55.8% | $154,803+78.7% | $142,382+94.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 14.74% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $28,692 | $4,810+496.5% | $4,305+566.4% | $4,299+567.4% |
| Participant deferral / active EE | $15,599 | $6,272+148.7% | $5,540+181.5% | $6,507+139.7% |
| Admin fee / account holder | $70,540 | $16,786+320.2% | $14,329+392.3% | $12,624+458.8% |