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 | $402,266 | $117,983+241.0% | $101,794+295.2% | $142,382+182.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.93% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,424 | $2,773-12.6% | $2,289+5.9% | $4,299-43.6% |
| Participant deferral / active EE | $6,027 | $4,714+27.9% | $4,084+47.6% | $6,507-7.4% |
| Admin fee / account holder | $141,578 | $10,433+1257.0% | $8,777+1513.0% | $12,624+1021.5% |