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 8-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 | $256,879 | $107,334+139.3% | $92,893+176.5% | $152,861+68.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 22.97% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $7,357 | $4,221+74.3% | $3,653+101.4% | $4,762+54.5% |
| Participant deferral / active EE | $25,331 | $4,845+422.8% | $4,236+498.0% | $5,850+333.0% |
| Admin fee / account holder | $6,430 | $7,079-9.2% | $5,794+11.0% | $11,596-44.6% |