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 | $2,029,033 | $214,378+846.5% | $200,582+911.6% | $142,382+1325.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 34.08% | 46.41%-12.3pp | 42.33%-8.3pp | 217.08%-183.0pp |
| Employer contribution / active EE | $1,128,694 | $6,841+16398.0% | $6,419+17484.1% | $4,299+26154.1% |
| Participant deferral / active EE | $32,567 | $9,865+230.1% | $9,331+249.0% | $6,507+400.5% |
| Admin fee / account holder | $6,290 | $17,692-64.4% | $16,305-61.4% | $12,624-50.2% |