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 9-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 | $395,544 | $150,440+162.9% | $136,294+190.2% | $147,584+168.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.02% | 1049.08%-1025.1pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $23,926 | $5,256+355.2% | $4,695+409.6% | $4,876+390.7% |
| Participant deferral / active EE | $17,000 | $6,630+156.4% | $6,247+172.1% | $5,439+212.6% |
| Admin fee / account holder | $13,959 | $10,905+28.0% | $9,243+51.0% | $10,885+28.2% |