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 7-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 | $1,036,059 | $99,985+936.2% | $146,665+606.4% | $85,850+1106.8% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 20.16% | 18.93%+1.2pp | 22.74%-2.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $2,870 | $2,559+12.2% | $4,136-30.6% | $2,565+11.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,071 | $7,702+108.6% | $10,280+56.3% | $6,260+156.7% |