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 | $565,614 | $202,318+179.6% | $172,739+227.4% | $152,861+270.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 13.43% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $10,158 | $5,856+73.5% | $5,143+97.5% | $4,762+113.3% |
| Participant deferral / active EE | $8,400 | $5,948+41.2% | $5,198+61.6% | $5,850+43.6% |
| Admin fee / account holder | $16,539 | $17,109-3.3% | $13,954+18.5% | $11,596+42.6% |