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.
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 | $264,370 | $210,648+25.5% | $177,989+48.5% | $145,922+81.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.22% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,526 | $4,565+130.6% | $3,949+166.6% | $4,660+125.9% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,276+83.2% | $6,688+72.0% |
| Admin fee / account holder | $3,497 | $12,013-70.9% | $10,363-66.3% | $13,397-73.9% |