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 7-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 | $345,627 | $93,024+271.5% | $77,024+348.7% | $134,475+157.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -14.13% | 62.60%-76.7pp | 42.32%-56.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,750 | $3,418+9.7% | $2,812+33.3% | $4,740-20.9% |
| Participant deferral / active EE | $20,500 | $5,238+291.4% | $4,426+363.1% | $6,400+220.3% |
| Admin fee / account holder | $3,350 | $6,944-51.8% | $5,425-38.3% | $11,426-70.7% |