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 | $665,394 | $84,233+689.9% | $170,442+290.4% | $70,131+848.8% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 16.39% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,051 | $3,387-9.9% | $5,433-43.8% | $2,342+30.2% |
| Participant deferral / active EE | $3,212 | $3,086+4.1% | $4,939-35.0% | $3,332-3.6% |
| Admin fee / account holder | $70,423 | $5,698+1135.9% | $13,880+407.4% | $4,645+1416.0% |