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 | $268,208 | $108,919+146.2% | $100,391+167.2% | $145,922+83.8% |
| Participation rate | 65.2% | 82.9%-17.7pp | 81.5%-16.3pp | 80.3%-15.1pp |
| Annual return | 32.38% | 57.88%-25.5pp | 49.20%-16.8pp | 561.29%-528.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,025 | $8,445+66.1% | $8,082+73.5% | $6,688+109.7% |
| Admin fee / account holder | $9,013 | $9,689-7.0% | $7,899+14.1% | $13,397-32.7% |