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 | $4,084,361 | $80,968+4944.4% | $96,544+4130.6% | $75,163+5334.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 22.75% | 27.06%-4.3pp | 25.84%-3.1pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,538 | $2,282+55.1% | $2,965+19.3% | $2,670+32.5% |
| Participant deferral / active EE | $6,263 | $3,928+59.4% | $4,851+29.1% | $4,125+51.8% |
| Admin fee / account holder | $320,834 | $6,724+4671.3% | $8,252+3787.8% | $5,651+5577.6% |