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 8-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 | $691,752 | $214,378+222.7% | $200,582+244.9% | $142,382+385.8% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 15.73% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $13,532 | $6,841+97.8% | $6,419+110.8% | $4,299+214.8% |
| Participant deferral / active EE | $22,857 | $9,865+131.7% | $9,331+145.0% | $6,507+251.3% |
| Admin fee / account holder | $79,397 | $17,692+348.8% | $16,305+387.0% | $12,624+529.0% |