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 | $2,607,036 | $176,056+1380.8% | $159,436+1535.2% | $167,490+1456.5% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 23.85% | 331.75%-307.9pp | 263.57%-239.7pp | 478.56%-454.7pp |
| Employer contribution / active EE | $10,186 | $5,297+92.3% | $4,829+110.9% | $4,837+110.6% |
| Participant deferral / active EE | $12,939 | $7,750+67.0% | $7,352+76.0% | $6,341+104.0% |
| Admin fee / account holder | $72,308 | $12,554+476.0% | $10,799+569.6% | $12,309+487.4% |