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 | $416,317 | $166,020+150.8% | $164,866+152.5% | $145,959+185.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.03% | 100.08%-90.1pp | 69.97%-59.9pp | 561.95%-551.9pp |
| Employer contribution / active EE | $8,740 | $5,275+65.7% | $4,343+101.3% | $4,661+87.5% |
| Participant deferral / active EE | $20,333 | $6,961+192.1% | $6,033+237.0% | $6,689+204.0% |
| Admin fee / account holder | $3,510 | $16,644-78.9% | $12,689-72.3% | $13,398-73.8% |