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 | $408,008 | $106,515+283.1% | $96,683+322.0% | $139,434+192.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 32.58% | 38.43%-5.8pp | 35.69%-3.1pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,886 | $4,103-29.7% | $3,737-22.8% | $4,751-39.3% |
| Participant deferral / active EE | $5,705 | $5,454+4.6% | $4,878+17.0% | $6,710-15.0% |
| Admin fee / account holder | $1,030 | $7,877-86.9% | $6,730-84.7% | $11,403-91.0% |