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 9-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 | $438,257 | $210,343+108.4% | $153,432+185.6% | $145,959+200.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.45% | 13.38%-0.9pp | 15.66%-3.2pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,377 | $6,047-44.2% | $5,038-33.0% | $4,661-27.5% |
| Participant deferral / active EE | $7,691 | $7,977-3.6% | $6,757+13.8% | $6,689+15.0% |
| Admin fee / account holder | $102,044 | $19,424+425.4% | $12,725+701.9% | $13,398+661.6% |