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 | $526,899 | $189,613+177.9% | $167,512+214.5% | $142,382+270.1% |
| Participation rate | 64.3% | 80.1%-15.8pp | 77.1%-12.8pp | 80.1%-15.8pp |
| Annual return | 16.10% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,724 | $4,349-37.4% | $3,882-29.8% | $4,299-36.6% |
| Participant deferral / active EE | $15,798 | $6,981+126.3% | $6,405+146.7% | $6,507+142.8% |
| Admin fee / account holder | $28,007 | $10,528+166.0% | $9,769+186.7% | $12,624+121.9% |