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 10-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 | $472,866 | $228,332+107.1% | $185,823+154.5% | $158,922+197.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.55% | 40.80%-27.3pp | 35.95%-22.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $10,300 | $4,967+107.4% | $4,087+152.0% | $4,761+116.3% |
| Participant deferral / active EE | $10,301 | $6,415+60.6% | $5,632+82.9% | $5,982+72.2% |
| Admin fee / account holder | $2,347 | $11,864-80.2% | $9,500-75.3% | $11,246-79.1% |