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 5-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 | $556,970 | $81,248+585.5% | $155,509+258.2% | $80,856+588.8% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 101.77% | 33.31%+68.5pp | 64.67%+37.1pp | 35.59%+66.2pp |
| Employer contribution / active EE | $6,376 | $3,100+105.7% | $4,672+36.5% | $2,755+131.5% |
| Participant deferral / active EE | $7,080 | $3,452+105.1% | $5,626+25.8% | $4,296+64.8% |
| Admin fee / account holder | $12,267 | $7,997+53.4% | $15,912-22.9% | $6,918+77.3% |