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 | $679,719 | $228,332+197.7% | $185,823+265.8% | $158,922+327.7% |
| Participation rate | 8.3% | 82.3%-74.0pp | 78.0%-69.7pp | 82.0%-73.6pp |
| Annual return | 9.60% | 40.80%-31.2pp | 35.95%-26.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,600 | $4,967-47.6% | $4,087-36.4% | $4,761-45.4% |
| Participant deferral / active EE | $7,170 | $6,415+11.8% | $5,632+27.3% | $5,982+19.9% |
| Admin fee / account holder | $14,574 | $11,864+22.8% | $9,500+53.4% | $11,246+29.6% |