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 | $818,041 | $159,602+412.5% | $150,045+445.2% | $142,382+474.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 26.59% | 70.24%-43.6pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,472 | $4,961-70.3% | $4,693-68.6% | $4,299-65.8% |
| Participant deferral / active EE | $15,003 | $8,310+80.5% | $7,997+87.6% | $6,507+130.6% |
| Admin fee / account holder | $10,360 | $14,846-30.2% | $13,435-22.9% | $12,624-17.9% |