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 | $343,081 | $228,332+50.3% | $185,823+84.6% | $158,922+115.9% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 20.36% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $43,600 | $4,967+777.9% | $4,087+966.7% | $4,761+815.7% |
| Participant deferral / active EE | $29,400 | $6,415+358.3% | $5,632+422.0% | $5,982+391.5% |
| Admin fee / account holder | $2,829 | $11,864-76.2% | $9,500-70.2% | $11,246-74.8% |