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 | $340,667 | $159,901+113.0% | $146,958+131.8% | $145,922+133.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.40% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $9,956 | $5,286+88.3% | $4,933+101.8% | $4,660+113.7% |
| Participant deferral / active EE | $19,292 | $8,428+128.9% | $8,070+139.1% | $6,688+188.5% |
| Admin fee / account holder | $285,713 | $15,044+1799.2% | $12,998+2098.1% | $13,397+2032.7% |